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.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Beware of these traps that could upend your retirement.
To choose a plan, it’s important to ask yourself four key questions.
A look inside the U.S. government's statistics on household net worth.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Tips to avoid checking in luggage on your next vacation.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, cracking the code on bonds.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.