Capital Financial Planners

06/03/2026

Be sure to subscribe to our channel and turn on notifications so you don't miss any of our live updates and educational content. https://www.youtube.com/

06/02/2026

06/01/2026

Giving back feels good. Giving back strategically can feel even better.

If you have highly appreciated investments, donating stock instead of cash may allow you to support your favorite charities while potentially receiving valuable tax benefits. It's a simple concept that many investors overlook.

Before making your next charitable gift, take a few minutes to learn how gifting stock could help you make a bigger impact.

📖 Read more in our latest article!https://www.fedweek.com/retirement-financial-planning/smart-giving-how-gifting-stock-can-maximize-impact-and-minimize-taxes/

When it comes to generosity, whether supporting a family member or giving to a cause, most people instinctively think of cash. But there’s a smarter, more

05/29/2026

💡 Did you know there may be a more tax-efficient way to support the causes you care about?

Instead of donating cash, gifting appreciated stock could help you maximize your charitable impact while potentially reducing your tax burden. By donating stock directly, you may avoid capital gains taxes and allow more of your gift to go toward the organization you're supporting. 📈❤️

Learn how this strategy works and whether it may fit into your overall financial plan.

👉 Read the article: https://www.fedweek.com/retirement-financial-planning/smart-giving-how-gifting-stock-can-maximize-impact-and-minimize-taxes/

When it comes to generosity, whether supporting a family member or giving to a cause, most people instinctively think of cash. But there’s a smarter, more

05/28/2026

Leaving federal service is a major transition—and the decisions you make now can impact your retirement for years to come.

Before you separate from government service, make sure you understand your options when it comes to your TSP, pension, FEHB coverage, Social Security, taxes, and more.

In our latest video, we walk through a helpful checklist designed specifically for federal employees preparing to leave government service.

Watch here: https://youtu.be/jdR7iu8BZHU?si=Y3fIyQqkzUvkcNDn

Separating from federal service is a major financial and life transition—and missing a step can be costly. Whether you're retiring or leaving for a new oppor...

05/27/2026

Leaving federal service is a major life and financial transition—and missing an important step could be costly.

Whether you’re retiring or moving on to a new opportunity, there are critical decisions to make regarding your benefits, taxes, healthcare, and long-term retirement strategy.

In our latest video, we walk through an essential checklist every federal employee should review before separating from service to help avoid costly surprises and create a smoother transition into the next chapter.

Watch now and make sure you’re prepared before making your move. https://youtu.be/jdR7iu8BZHU

Separating from federal service is a major financial and life transition—and missing a step can be costly. Whether you're retiring or leaving for a new oppor...

05/26/2026

05/25/2026

05/21/2026

Please join us in wishing Erik Sharkey, CPA, CFP® a very happy birthday! 🎉