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‘Tis the Season for Tax Savings: Year-End Moves to Deck Your Wallet
‘Tis the Season for Tax Savings: Year-End Moves to Deck Your Wallet

‘Tis the Season for Tax Savings: Year-End Moves to Deck Your Wallet

Posted on November 14, 2024 by Admin

As the year winds down, it's natural to start looking ahead—and your finances deserve just as much attention as your holiday plans. With tax...
Unknown Impersonators Target Correct Capital Wealth Management
Unknown Impersonators Target Correct Capital Wealth Management

Unknown Impersonators Target Correct Capital Wealth Management

Posted on November 5, 2024 by Admin

Unknown Impersonators Target Correct Capital Wealth Management and CEO Brian I. Pultman on WhatsApp Correct Capital Wealth Management (CCWM) has been notified that someone...
Will the Next President Sink the Economy? Probably Not.
Will the Next President Sink the Economy? Probably Not.

Will the Next President Sink the Economy? Probably Not.

Posted on October 28, 2024 by Admin

With elections just around the corner, it's natural for people to feel uneasy about how the results might affect their financial future. Pundits on...
What’s Your Retirement Number?
What’s Your Retirement Number?

What’s Your Retirement Number?

Posted on October 16, 2024 by Admin

At some point, everyone needs to understand how much money they'll need to achieve their retirement goals. In this episode of Capital Conversations, CERTIFIED...
September 2024 Market Recap – Riding the Market Wave: Why Patience Pays Off
September 2024 Market Recap – Riding the Market Wave: Why Patience Pays Off

September 2024 Market Recap – Riding the Market Wave: Why Patience Pays Off

Posted on October 10, 2024 by Admin

September 2024 – Market Recap "Riding the Market Wave: Why Patience Pays Off" Ryan Potts – Portfolio Manager Q3 2024 Market Performance Recap The...
401(k) Audit Checklist
401(k) Audit Checklist

401(k) Audit Checklist

Posted on October 7, 2024 by Admin

401(k) Audit Checklist. Preparing for a 401(k) audit is a difficult task for many businesses. From gathering the right documents to ensuring compliance with...
Meet Jordan Korte, Our New Onboarding Specialist
Meet Jordan Korte, Our New Onboarding Specialist

Meet Jordan Korte, Our New Onboarding Specialist

Posted on October 1, 2024 by Admin

At Correct Capital Wealth Management, we believe that building strong client relationships starts with the right people. In this episode of Capital Conversations, we’re...
RMDs: The IRS Wants Its Cut – What You Need to Know
RMDs: The IRS Wants Its Cut – What You Need to Know

RMDs: The IRS Wants Its Cut – What You Need to Know

Posted on September 17, 2024 by Admin

In addition to taxes (and, unfortunately, death), one constant for people nearing or in retirement is required minimum distributions (RMDs). Recent legislative changes from...
August 2024 Recap – A Positive Month Underscored by Volatility
August 2024 Recap – A Positive Month Underscored by Volatility

August 2024 Recap – A Positive Month Underscored by Volatility

Posted on September 6, 2024 by Admin

August 2024 – Market Recap "A Positive Month Underscored by Volatility" Ryan Potts – Portfolio Manager August Volatility Recap August was volatile for markets,...
Behind the Scenes at Correct Capital Wealth Management
Behind the Scenes at Correct Capital Wealth Management

Behind the Scenes at Correct Capital Wealth Management

Posted on August 30, 2024 by Admin

Starting with a new financial advisor can be complicated, but it doesn't have to be. Whether you're preparing for retirement, managing investments, or simply...

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