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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

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

 

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Problems with Probate

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

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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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.

5 Smart Investing Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

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

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Rightsizing for Retirement

What does your home really cost?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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