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Articles

Two people working at a table in an office using a calculator.
Capital Advisory Partners | Mar 26, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come?
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Grandmother with child
Cortney Kitchen | Dec 11, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Man reading newspaper next to laptop and phone
Cortney Kitchen | Dec 6, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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How Do I Start Planning for Retirement?
Capital Advisory Partners | Jun 1, 2022

How Do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Understanding Your True Risk Tolerance
Capital Advisory Partners | May 2, 2022

Understanding Your True Risk Tolerance

Investments
Financial Risk
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Are Emotions Controlling Your Personal Finances?
Capital Advisory Partners | Apr 1, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Lifestyle
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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E: steve@capfwin.com
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Securities and Advisory Services are offered through United Planners Financial Services, member FINRA / SIPC. Capital Advisory Partners and United Planners are independent companies.

Cortney S. Kitchen is registered to conduct securities business in Arizona, Florida, Georgia, Iowa, Illinois, Indiana, Michigan, Montana, Ohio, South Carolina, Texas, Virginia, and Wisconsin. Steve Van Wyngarden is registered to conduct securities business in Arizona, California, Colorado, Connecticut, Florida, Iowa, Illinois, Indiana, Kansas, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Washington. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. 

Insurance-related services may not be provided to individuals residing in any states other than Indiana.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

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