Capitas Financial, Inc.

10/16/2026

Insurance is an important part of the bigger financial picture.

See how incorporating protection planning into goal-based conversations can help clients build more comprehensive financial plans.

https://www.financialplanningassociation.org/learning/publications/journal/AUG26-how-advisers-can-incorporate-insurance-goals-based-planning-conversations-OPEN

Journal of Financial Planning: August 2026

10/14/2026

Does life insurance still have a place in retirement?

As your financial needs change, your coverage may serve a different purpose—from protecting a spouse to supporting legacy goals.

https://www.forbes.com/sites/andrewrosen/2026/01/29/do-you-still-need-life-insurance-in-retirement-heres-how-to-know/

Your life insurance needs may change when you reach your retirement years. It's important to reflect and determine if you still need your life insurance plans.

10/12/2026

How do you turn retirement savings into income you can count on?

Annuities may play a role in creating guaranteed lifetime income and helping address the risk of outliving your savings.

https://www.journalofaccountancy.com/newsletters/pfp-digest/how-annuities-fit-into-retirement-planning/

Guaranteed income can bring retirees peace of mind, but financial advisers disagree about the trade-offs.

10/09/2026

Life insurance shouldn't be a “set it and forget it” decision.

Coverage, beneficiaries, ownership and long-term goals can all change over time. See what to consider when reviewing your plan.

https://www.kpmcpa.com/life-insurance-estate-planning/

Life insurance estate planning can help align coverage, ownership, beneficiaries, and tax considerations with your broader financial goals.

10/07/2026

When was the last time you reviewed your beneficiaries?

Life changes—and keeping beneficiary designations up to date is an important part of making sure your plans reflect your wishes.

https://www.kiplinger.com/retirement/estate-planning/choose-a-beneficiary-for-your-estate-plan

Your will doesn't control your 401(k) or life insurance. Here is how to make sure your money actually goes where you want it to.

10/05/2026

Turning retirement savings into reliable income is an important part of planning for the future.

See how income annuities can help create a predictable stream of income in retirement.

https://www.fidelity.com/learning-center/personal-finance/how-income-annuities-work

An income annuity can offer a pension-like stream of income. Here's how it works.

10/02/2026

Life insurance can do more than replace income—it can also play an important role in estate planning and creating flexibility for your heirs.

Learn more: https://www.schwab.com/learn/story/should-you-add-life-insurance-to-your-estate-plan

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

09/30/2026

Life insurance is about more than having a policy, it’s about protecting what matters most.

This Life Insurance Awareness Month, take a moment to consider the role life insurance plays in your overall financial strategy.

https://www.advisorhub.com/resources/beyond-the-policy-the-role-of-life-insurance-in-a-financial-strategy/

09/28/2026

Life Insurance Awareness Month is a great reminder to ask: Would the people you love be financially protected if something happened to you?

https://iid.iowa.gov/consumer-connection/2026-09-08/consumer-connection-why-life-insurance-matters

Life insurance pays a tax-free benefit to your beneficiaries after you pass away. It covers immediate expenses like funeral costs and medical bills.

09/25/2026

Life insurance can play an important role in estate planning—but where does a life insurance trust fit in?

Learn more: https://www.experian.com/blogs/ask-experian/what-is-life-insurance-trust

Learn what a life insurance trust is, the pros and cons of using a life insurance trust and how to set up this type of trust.