Blog

Tuesday, October 19, 2021

Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example.In 2019, 55% of those with HSAs...

Monday, October 4, 2021

Educational attainment is a bedrock of the American Dream. We all want our kids to do better than us, and we’ll do anything to help them achieve that! There are dreams, and then there’s reality: college costs have exploded...

Friday, September 17, 2021

As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is...

Wednesday, August 18, 2021

There are no two ways around it: childcare is expensive! In many cities, it can cost nearly as much as the mortgage or rent payment, which puts parents in a Catch-22: they have to work to afford childcare, but they need childcare in...

Monday, August 2, 2021

Charlotte, NC (August 2, 2021) – Nathan Weir, of Capitol Financial Solutions has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), the...

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Sunday, August 1, 2021

Listen to Nathan Weir discuss his new designation. Congrats, Nathan!

Tuesday, July 20, 2021

Summer brings the perfect time for BBQs with friends, fun in the sun, and making memories at the beach or pool. With the first half of the year in the rearview mirror, summer also gives us a chance to perform a mid-year assessment on...

Thursday, June 17, 2021

Recently, there’s been a lot of noise about the Biden Administration’s American Jobs Plan, commonly referred to as the ‘infrastructure bill.’ We’ve heard a lot about infrastructure over the few years, and...

Friday, May 14, 2021

You spend your whole life raising your children to be self-sufficient. You give them your time, your love, and your money to set them up for success. So, what do you do when your now-adult-child asks for financial aid?As more baby...

Friday, April 16, 2021

The U.S. continues to make progress against COVID-19 with many businesses reopening across the country. Vaccine eligibility has widened or will soon be widened in all 50 states, over 3 million vaccine doses are being administered...

Thursday, March 18, 2021

We always hope our clients feel confident discussing money with their families. The truth is, talking about money can be uncomfortable! Where do you begin? What’s the right age? The good news is, it’s never too early to...

Friday, February 19, 2021

Recently, the U.S. Senate and House of Representatives overwhelmingly passed a $900 billion COVID-19 relief bill that provides greater unemployment benefits and additional stimulus payments to individuals and families, as well as more...

Wednesday, January 20, 2021

We wish you a happy new year! Despite a crazy year or perhaps because of it, many Americans will be making financial resolutions for 2021. If you’d like to put some of this year’s focus on financial goals but haven’t...

Friday, December 18, 2020

We wish you a very happy new year! As we close in on year-end, a common topic of conversation amongst friends and family is what resolutions they vow to make in the new year. One of the top kind of resolutions deal with finances in...

Friday, November 20, 2020

As the leaves fall and the sweaters come out, autumn is typically the time of year when many are feeling the financial effects of vacation-packed summers. This year there’s likely an additional element impacting you...

Thursday, November 19, 2020

Wednesday, October 14, 2020

Despite a shift in focus towards the fast-approaching presidential election, vaccine development remains a source of good news. Moderna – one of the leading COVID-19 vaccine developers – stated that it will not enforce...

Wednesday, September 16, 2020

Hopefully, you and your family have found ways to enjoy the summer, despite the ongoing pandemic. As the calendar turns to September, we’re looking forward to the cooler days! The way the last few months have been can make your...

Tuesday, August 25, 2020

Thursday, August 13, 2020

How many hours have you spent at home sheltering in place because of the global coronavirus pandemic? It’s not very exciting to sit around inside, but all this social distancing does open up a convenient opportunity to review...

Tuesday, July 28, 2020

We’re continuing to monitor the markets as well as the impact the novel coronavirus COVID-19 is having on them around the world. In the meantime, we’re doing everything we can to provide useful, accurate information to our...

Tuesday, July 28, 2020

It’s been a long couple of months for all of us as we’ve been dealing with the impact of the COVID virus, and folks seem both excited and anxious about starting down a path toward normalcy again. Because of this, we want...

Monday, June 29, 2020

Thursday, May 28, 2020

Wednesday, January 1, 2020

As avid believers in giving back to the community, we hosted a Holiday Food Drive throughout the 2019 holiday season. We are partnered with L O A V E S & F I S H E S with hopes of helping them provide a week’s worth of nutritious...

Friday, December 20, 2019

We love a Christmas Party! Merry Christmas to all of you!

Monday, November 18, 2019

Robert and Dawn Turner are proud contributors to Virginia Tech's Beyond Boundaries Scholars Program. This program allows donors to double the impact of certain types of scholarship gifts by triggering a match from the university. Since...

Thursday, July 18, 2019

Take a peek at this video montage of some of our favorite memories of helping out our communities.

Thursday, June 13, 2019

Larry, Andrew, Shane and Brett at the Charlotte Knights baseball game. Always a fun time with this crew!

Thursday, May 23, 2019

Capitol Financial Solutions offices in Raleigh, Richmond and Charlotte support Red Nose Day, ending child poverty one red nose at a time!

Thursday, December 20, 2018

Click to view photos from our 2018 Holiday Party

Monday, July 23, 2018

Thursday, May 24, 2018

Thursday, May 24, 2018

Celebrating Red Nose Day 2018! We’re coming together to change the lives of kids who need our help the most.

Monday, April 30, 2018

Shane Gurganus and Brett DiPasquale were interviewed for an article in Financial Planning Magazine about the growth of structured annuities.