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2906 Roosevelt St
Carlsbad, CA 92008

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Market Capital Management & Insurance Services

(760) 434-3575

 
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

Retirement & Income Planning, Wealth Management & Insurance Services

At Market Capital Management, Inc. we focus on financial planning and retirement income strategies for all individuals and business owners.  Advisory services include allocation planning for Stocks, Bonds, Mutual Funds, Annuities & REIT's along with set up & service of 401(k) Plans and Trusts, IRA’s, 401(k) Rollovers, as well as Insurance & Mortgage services.

With over two decades of experience in providing investors with a unique opportunity to be associated with an individual, not a bank or wire house, who is always available and dependable. Our client’s financial goals are serviced, but consideration is also given to the protection of their family and their future.

In addition to outstanding service, you can expect our knowledge and skills to help you, your family and friends in the pursuit of any financial goals. Always know that we sincerely appreciate your referrals.

Be assured we use all the tools available to ensure you have a successful investment experience.

Contact Us for a Complimentary second opinion Financial Review of an existing Retirement Plan or an Investment Portfolio.

Helpful Content

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When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Problems with Probate

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Probate can be a completely public process, or it can be managed to include as little information as possible.

 

A Living Trust Primer

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Lots of Variables with Fixed-Rate Mortgages

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Immediate vs. Deferred Annuities

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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This calculator helps estimate your federal estate tax liability.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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Here’s a quick guide to checking to see if you have unclaimed money.

What Can a Million Dollars Buy You?

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The Business Cycle

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Around the country, attitudes about retirement are shifting.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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