
LOUISIANA, TEXAS, and IDAHO Financial Planner / Investment Advisor
Welcome to Capital Financial Group's Website, where you’ll find a wealth of information from financial professional Ian James in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investment services, retirement strategies, estate planning analysis, and wealth preservation strategies. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
We frequently cover theses topics:
- tax management analysis
- investment management strategies
- retirement strategies
- estate conversion
- insurance and annuities
- mutual funds
We want to be your BATON ROUGE, LOUISIANA AND BRIDGE CITY, TEXAS source for financial information, news, and common sense financial strategies. We aim to advise clients from many areas... Zachary, Central City, Greenwell Springs, Baker, Denham Springs, Hammond, Prarieville, Baker, Merrydale, Bridge City, Beaumont,Orange, Pinehurst, Kellogg, Wallace, Osburn, Kingston, Port Arthur, Groves, Nederland and Port Allen.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our financial planner site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Thank you for visiting...we look forward to assisting you!
Ian James, CRPC, AAMS
*Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied on for the purpose of avoiding any tax penalties. You should discuss any tax or legal matters with the appropriate professional.
Newsletters
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HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
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IRA Strategies: After-Tax Money and the Pro-Rata Rule
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
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Creating Your Own “Operation London Bridge”
Queen Elizabeth II had a complex end-of-life plan, but you may also need an appropriate plan to help ease the burden on your family members.
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The Inflation Experience is Painful – and Personal
This article discusses consumer price index categories, how they’re weighted, and the top drivers of inflation over the past year.
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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Savings Accumulation
Estimate the future value of your current savings.