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.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
For many employees, work is not limited to the workday and expands to include the role of caring for loved ones at home before, after, and often during their jobs...
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Many parents consider financial goals to benefit their children at major milestones, whether it’s the appearance of a first..
Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A bucket plan can help you be better prepared for a comfortable retirement.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Even low inflation rates can pose a threat to investment returns.
It's easy to let investments accumulate like old receipts in a junk drawer.
What are your options for investing in emerging markets?