Capstone Investment Financial Group

Capstone Investment Financial Group We deliver smart financial solutions that work in your best interest. Colorado Springs & Denver.

My mother recently passed away and I inherited her IRA... What do I do now? The right next steps depend on a few key fac...
07/10/2026

My mother recently passed away and I inherited her IRA... What do I do now?

The right next steps depend on a few key factors and the rules have changed, so it's worth getting this right.

You inherited an IRA. Now what? Understand the complexities of inherited IRAs and how to navigate them with confidence for peace of mind.

07/01/2026

Our hearts are with everyone affected by the Colorado wildfires. During times like these, the priority is the safety of loved ones, supporting our communities, and beginning the long road to recovery.

These moments also remind us that financial preparedness isn't just about planning for the future, it's about protecting what matters most before the unexpected happens.

A few proactive steps today can make a meaningful difference tomorrow:

• Gather and securely store important financial documents, including insurance policies, bank and investment account information, wills, trusts, and property records.

• Maintain an up-to-date home inventory with photos or videos of your belongings to help simplify the insurance claims process.

• Review your insurance coverage regularly to ensure it reflects your home's current value and your family's needs.

• Keep encrypted digital copies of important documents in a secure, password-protected location.

• Make sure trusted family members know where to access important documents, emergency contacts, and your evacuation or communication plan if needed.

Preparation can't prevent a disaster, but it can help reduce uncertainty when every moment counts. If you haven't reviewed your emergency and financial preparedness plan recently, today is a good day to start.

If you have inherited an IRA, inertia is an expensive mistake. Don’t let a preventable 25% penalty erode the inheritance...
06/11/2026

If you have inherited an IRA, inertia is an expensive mistake. Don’t let a preventable 25% penalty erode the inheritance meant to support your financial future.

https://capstoneinvest.com/ira-rules/

Kidpower teaches practical skills that help children stay safe, make wise choices, and build confidence. If you're looki...
06/10/2026

Kidpower teaches practical skills that help children stay safe, make wise choices, and build confidence. If you're looking for meaningful summer activities, check out these Kidpower workshops in Colorado Springs.

Our 2026-2027 workshop schedule is HERE! 🗓️ You asked, we delivered — check out the dates and register today! https://kidpowercs.org/programs/

CASA fun run in Denver today, what a great event and we were thrilled to be a part of it!
06/07/2026

CASA fun run in Denver today, what a great event and we were thrilled to be a part of it!

Google searches for "a job that helps people" now outpace searches for "a job that pays well."   As much as we worry abo...
06/04/2026

Google searches for "a job that helps people" now outpace searches for "a job that pays well."

As much as we worry about our financial futures, our online searches prove a collective desire to contribute meaningfully to society.

Read the full article: https://www.cnbc.com/2026/05/06/im-a-data-editor-at-google-the-most-revealing-questions-people-ask-when-no-ones-looking.html?utm_source=aweber&utm_medium=email&utm_campaign=markets-moved-higher-in-may

A Google data expert who analyzes billions of search queries reveals the most common and revealing questions people ask online. From basic life skills like to career searches, here's what these patterns say about our curiosity, purpose and growing desire to support others.

We’re looking forward to the Advocates for Children (Parker, CO) Fun Run this Saturday.Our Capstone team is proud to sup...
06/01/2026

We’re looking forward to the Advocates for Children (Parker, CO) Fun Run this Saturday.

Our Capstone team is proud to support this annual event inspired by the story of a dedicated CASA Volunteer…

Typically, CASA Volunteers walk alongside children who have experienced abuse, neglect, or other life challenges. However, Shelly, longtime CASA Volunteer, found that it was helpful to run alongside the youth she supported. Read more here: https://my.onecause.com/event/organizations/366941cf-089b-456f-8281-9d20d4f6d5ce/events/vevt:b20fad04-7b01-41b7-9643-654e0f1db191/home/story

A 2026 report from Common Sense Media highlights a growing concern: gambling is becoming normalized among adolescents, e...
05/13/2026

A 2026 report from Common Sense Media highlights a growing concern: gambling is becoming normalized among adolescents, especially boys.

-More than one-third (about 36%) of boys ages 11–17 reported gambling in the past year

-Exposure often happens through video games, social media, and sports content

-Many encounter gambling-like mechanics (such as loot boxes or in-game purchases) before they even recognize it as gambling

-Peer influence is powerful -- up to 84% of boys with friends who gamble participate themselves.

Learn more about raising money-smart kids: https://capstoneinvest.com/raising-money-smart-kids/

Address

620 N. Tejon Street
Colorado Springs, CO
80903

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