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CAPSTONE INDEPENDENT FIRM

4125 Embassy Drive SE
Grand Rapids, MI 49546

Phone:

(616) 949-7130

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

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STRENGTH  -  PERFORMANCE   -   INTEGRITY

Welcome to our web site. Here you will find a wealth of information in the form of newsletters, articles, calculators, and research reports.  We hope that your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth management. Most important, we hope you see the value of working with experienced professionals to pursue your financial goals.

We are here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we would not want you to miss any developments in the area of personal finance.

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Outlines best practices for safe peer-to-peer payment app transactions.

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Shows how combining small-, mid- and large-cap funds enhances diversification.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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How much would your monthly lease payment be?

Use this calculator to estimate how much income and savings you may need in retirement.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Use this calculator to determine whether you qualify for the different types of IRAs.

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