Capital Financial Management

08/28/2026

  As a parent, you might be looking for ways to provide for your children’s long-term financial goals. You may have heard of 529 accounts to help save for higher education or brokerage accounts (including UTMA & UGMA custodial accounts), but

08/28/2026

Understanding the fundamentals of taxation, specifically income tax and capital gains tax, is crucial in financial planning. These taxation methods differ significantly in their characterization, calculation, and impact on investment returns. Here, we explain each to help investors make informed dec...

08/28/2026

Annuities can be a significant component of retirement planning, offering a source of retirement income. However, to understand the features of annuities, it’s essential to understand the dos and don’ts before purchasing one. DO: Understand what an annuity is. An annuity is a contract with an in...

08/28/2026

Inflation is an occasional economic event, but when unmanaged, it poses significant threats to the economy. It dilutes the purchasing power of money, leading to a decline in the standard of living, among other detrimental effects. Effective management of inflation is thus crucial for both individual...

07/20/2026

07/19/2026

Source: USA Today

National Ice Cream Day falls on Sunday, July 19 this year. Here's where you can scoop up deals and freebies on the day.

07/04/2026

Happy Independence Day!

07/03/2026

our CFM website is currently going through some changes & upgrades. Thank you for being patient with us during this time!

05/29/2026

Hi,
I’m Kayla. I am the executive administrative assistant to capital financial management. I am from Garner North Carolina. And I can’t wait to meet you guys and welcome you guys whenever you come into the office! Thank you so much for your continuing love and support and we look forward to meeting you soon.