Our Monthly Newsletters

October 2008

• 3rd Quarter 2008 Investment Management Report
• Be Careful About Picking Beneficiaries for Your IRAs and 401(k)s
• Make Estate and Financial Planning a First Step after Divorce

September 2008

• Message from John Hayman, Founder & President of Capital Advantage, Inc.
• Press Release: Capital Advantage, Inc. Promotes Henke to Chief Compliance Officer
• Custodian Asset Protection: Schwab Institutional & Fidelity Investments
• Should You Take Advantage of Your Health Savings Account Option?

August 2008

• How To Buy Life Insurance
• How to Takeover an Aging Parent's Finances

July 2008

• What's the Correct Amount to Withdraw from Your Retirement Funds Each Year?
• 2nd Quarter 2008 Investment Management Report
• Financial Planning For Newly Single Parents
• To Retire or Un-retire? Ways to Consider the Question

June 2008

• Consider Making an Estate Check-Up a Multi-Generational Family Matter
• Don't Make These Retirement Planning Mistakes
• Foreclosure Investing May be On the Upswing, But it isn’t for the Squeamish

May 2008

• Estate Planning for the Worst Possible Scenario – The Death of Both Spouses While the Kids Are Young
• A Long-term Care Insurance Primer
• Capital Advantage Gives Locally
• Get A Head Start On Tax Planning For 2008

April 2008

• During the Real Estate Freeze, Vacation Homes Might Be a Warm Spot
• Most People Don’t Have Enough Disability Insurance Don’t Make That Mistake

March 2008

• Getting Today’s Best Returns from a Home Renovation
• You May Love Each Other, But Should You Invest Together?

February 2008

• When Recession Fears Surface, Check Your Plan – Or Make One
• Early Social Security: What Will It Cost You?
• Reverse Mortgages: Why They’re Not for Everyone

January 2008

• It’s Time to Start Thinking About the Estate Tax
• The Boomers Hit 62
• Long-Term Care Insurance on the Rise