CAP STRAT’s Wealth Team presents monthly information on wealth accumulation, planning, and preservation.
This month, Neil and Mike focus on making major purchases and unlocking smart buying strategies. Learn how to think about it, what questions to ask, ideas for financing personal needs as well as your children’s needs, and how to unlock equity in your home. Plus, we update you on student loan repayments and why establishing a power of attorney for adult children is necessary.
