We are committed to taking an active role in our community. Members of the Capstone Financial Partners team dedicate their time, energy and funding to organizations that strengthen the social fabric of our neighborhoods and support causes that change lives. We invite you to learn more about our community partners by exploring the websites below.
Net Unrealized Appreciation (NUA) Explained
Have you considered the special tax treatment on company stock held in a 401(k) plan?
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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