Strategies For Life
Whatever your financial goals, we have the experience to get to the truth of your financial well-being, to make your money work smarter and harder, and to give you more options for using your wealth.
At First Capital Financial Concepts, you’ll find a team of professionals from investments to insurance, from retirement planning to estate planning, and from employee benefits to business planning ready to help you realize your goals.
What makes us different is you. Unlike most financial practitioners who only focus on particular aspects of your financial well-being, we work directly with you in every aspect. This creates a relationship that ensures your financial future is fully integrated and helps turn your dreams into reality.
Helpful Content
Gift Giving: Spend Less, Enjoy More
Stressed about the cost of holiday gift giving? You’re not alone.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How to Cut Your Expenses
Living with confidence means living within your means. managers.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
How Income Taxes Work
A quick look at how federal income taxes work.
Top Tips for a Retirement Tailgate
The majority of U.S. workers retire at age 63. Do you want to leave the game earlier? Or play longer?
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?