Dante Ortega-Weigel - Capstone Partners Financial

07/14/2022

It doesn't take a rocket scientist to know that we've experienced plenty of turbulence this year. However, dealing with such turbulence can be challenging.

I've had a number of clients express concern with their finances as a result of the environment we've faced this year.

To help address these concerns, I've reached out to Michael Ford and am excited to announce that we will be hosting a webinar going over the role asset allocation plays in dealing with financial turbulence and your reaching your financial goals.

RSVP is required and you can register here 🔽
https://hearsay.social/3cfgZNM

Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies, and insurance needs.

06/20/2022

Crazy to think we are almost halfway through June 😲

Regardless of whether you are ahead or behind where you planned on being by this time of the month,

I hope you have a productive start to the week!

05/03/2022

I always say the point of having money is to spend it, but many people struggle with deciding how much to spend now vs later.

To help answer this question it's important to have a general idea of where our money is going now. The easiest way to do this is using a budget. You’d be surprised how many people have never gone through a budget to track their monthly expenses.

And I get it. The task can be daunting, dreadful and boring, but to put this into perspective.

You wouldn’t start a road trip without knowing how much gas is left in your car and it’s the same thing when it comes to your money.

Money is the fuel required to fund your lifestyle both in the present and in the future. So, it’s important to know how much you have left in the tank (bank) vs how much you will need to make sure you’ll be able to reach your destination no matter what that may be.

04/27/2022

Debt is a drag on your finances. Identify your worst debt (hint: it’s probably your credit cards) and limit its use while you pay it down.

04/21/2022

It may be time to have the ‘money talk’ with your parents. Break the ice by opening up about your own financial experiences. They may welcome the conversation.

04/16/2022

Procrastination makes everything harder. For example, waiting to start a savings plan can mean thousands of dollars less when you’re ready to retire. Don’t wait to call me!

04/10/2022

The past few years taught many of us that we can spend less and still have what we need. I can help you reevaluate your monthly expenses.

04/04/2022

I tell all my clients: an emergency fund is critical! It’s a core component of any financial plan and can keep you in the game, especially when adversity strikes. Let’s talk about your preparedness.

03/07/2022

Feeling overwhelmed by debt?
You’re not alone.

The good news is you can start eliminating it. Regardless of the type of debt you are in – credit card, student loans, car loans or something else – it’s important to
know you can get out of debt. It won’t happen overnight, but being debt-free is possible once you make a commitment and a plan.

Join me on Wednesday, March 9th for an educational seminar discussing ways to take control of your debt.
RSVP Required.
https://financialguide.zoom.us/webinar/register/WN_yQ9bHZZWTZGS86f3Qli53Q

02/01/2022

Preparing for the future can seem daunting. Here are three steps that can get you started on a path to financial security.

Here are three ways to move forward on your path to a secure financial future.

01/25/2022

What does investing have in common with one of Aesop’s Fables? Hint: think turtles, not hares.

A consistent, diversified investment strategy can help you reach your goals. Get information from MassMutual.

01/18/2022

Retirement today looks different than it did for our parents. Odds are, your retirement plan will look different, too.

Retirement income strategies to help maximize your income in today’s retirement realities.