The Capstone Planning Group

04/09/2026

Replace magic with the hard work it takes to analyze your needs and resources in retirement.

04/07/2026

The latest quarterly market review is available.

04/02/2026

01/06/2026

As a result of this successful merger, we are excited to offer our comprehensive financial planning, retirement, and investment guidance to Athol and its surrounding communities.

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10/08/2025

Leaving a 401(k) at a former employer could shrink your nest egg. These steps could help protect your retirement and boost savings.

07/28/2025

Exciting news from Cornerstone Bank. The Capstone Planning Group looks forward to working with Athol Savings Bank, its employees, and its customers.

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PeoplesBancorp, MHC, the holding company for Cornerstone Bank and PeoplesBank, jointly announced today their plan to merge with Athol Savings Bank, which will expand Cornerstone into a new and vibrant region in North Central Massachusetts. Athol Savings Bank will keep its name for the immediate future, with the addition of “A Division of Cornerstone Bank”. Their 5 branch locations will remain open, and customers can expect to see the same friendly faces at their local branches. The combined scale allows for greater lending capacity, stronger capital positions, and better resilience in a competitive financial landscape. Together, we can achieve strategic growth while maintaining a community-first approach rooted in mutual values. For more information, please visit: https://ow.ly/NE1950WtgZq

05/19/2025

The U.S. faces risks of higher inflation and unemployment. Countries without tax hikes on imports are focused on the hit to growth.

05/02/2025

This article outlines 11 key components of a strong financial plan, from goal setting and investment strategy to insurance, taxes, and estate planning.

04/28/2025

There are numerous myths, rules of thumb, traditions and other shortcuts surrounding retirement planning. Fallacies and poor assumptions are behind many of them.

03/26/2025

How much can I contribute to the different types of retirement plans if I am age 50 or older?

03/19/2025

After nearly five decades, half of private-sector workers are now saving in 401(k) plans.

03/17/2025

Sports betting is now legal in 38 states plus Washington, D.C., after a 2018 Supreme Court decision left the issue for states to decide. An estimated $3.1 billion will be legally bet on this year's "March Madness" men's and women's college basketball tournaments. That's up from $2.72 billion last ye...