Makkai Capital Group

Makkai Capital Group Makkai Capital Group provides financial planning and investment management services for individuals, families, businesses, and non-profit institutions.

We partner with our clients on the journey to pursue many of their most important goals.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
06/01/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
05/29/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

How familiar are you with the Federal Reserve? Here is a quick history.
05/27/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
05/25/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
05/22/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Estimate the total amount you may need saved to support your desired retirement lifestyle.
05/20/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

05/18/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally,...
05/15/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
05/13/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

How many credit cards do you have?
05/11/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Address

501 North Wilcox Suite 101
Castle Rock, CO
80104

Telephone

+13038589020

Website

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