Welcome to the Invest Capital Web site!
Important Links:
Invest Capital Introductory Video
Invest Capital Custodian Link
Portfolio Profiles: Optimates Palatini OPUS
Invest Capital Videos
This web site provides you with insights into the client-driven focus of Invest Capital. In the links below there is an abundance of educational material about the basic concepts of financial management. Calculators are included that help with many aspects of your personal wealth financial management. You can delve quite deeply into many financial topics utilzing the Resources tab at the top of this page. The Resources Tab includes articles, flipbooks, newsletters and videos on many financial topics. I hope you take advantage of this resource and visit our web site often.
Newsletters
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How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
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Why Renters Should Have Their Own Insurance
Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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Goodbye Passwords, Hello Passkeys
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.