We're excited to introduce our newest team member, Bridgette Geno! Learn about our recent growth as well as little about Bridgette, her role with the team, and why she's looking forward to continuing to work with clients like you....
Are you experiencing a critical money moment? It's one of the six phases of your financial journey — and many people have more than one....
Far from a list of “pink” financial planning suggestions, the facts speak for themselves — and these seven tips can help women in particular plan for and stay on track toward their financial futures....
How is your adjustment to post-pandemic life going? If navigating the new normal has got you thinking about how your saving and spending will change, you're ready to head out on vacation, or you're thinking about impacts to your finances in another way, let us...
Whether it’s a pricey repair to a vehicle you rely on daily, a furnace that goes out in the middle of winter, or even a job loss, having an emergency reserve to draw from can mean the difference between staying on track toward your dreams...
How are income taxes calculated? And where do adjustments, deductions, and credits factor in? Learn some basic U.S. tax history, get details about tax incentives, and see how the basic tax formula works....
What's the difference between the fiduciary, suitability, and best-interest standards for financial professionals? I'll break it down — and let you know how you can find not just a fiduciary but a full-time fiduciary....
Ready to check estate planning off of your RightCaptial to-do list? Join our webinar and align your estate plan with your goals! Learn about our guest presenter, Erin Connor, Esq., get webinar details, and find the registration link inside....
Ever wanted to know what's on our reading and listening lists? From personal finance-related reads to shows — and a bonus recommendation — check out some of our favorite books and podcasts. You might even find a new favorite of your own! ...
If you were to receive a large monetary gift from a loved one, what would you do with it? Every day, beneficiaries are inheriting money when loved ones pass, but they don’t always know what to do with it — even if they have their...
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 0.60% |
| $1,000,000 - $3,000,000 | 0.50% |
| $3,000,000 - $5,000,000 | 0.25% |
| $5,000,000 and above | 0.10% |