Guiding You Through Financial Planning

The Money Desk is designed to equip you with the tools and knowledge you need to successfully navigate through today’s complex financial jungle. From videos to podcasts to links to other resources, consider The Money Desk your virtual financial planner. For more personalized information call 888-919-9511 or text PROTECT to 600-700.
Money Desk: What is the Core & Explore Philosophy?

Money Desk: What is the Core & Explore Philosophy?

Everyone wants to save for retirement. But a good plan include saving in retirement to ensure lifetime income. Here's what that looks like.

Money Desk: What is an Advance and Protect Strategy?

Money Desk: What is an Advance and Protect Strategy?

Money Desk: What Are Financial Termites?

Money Desk: What Are Financial Termites?

Money Desk: What is the Financial Red Zone?

Money Desk: What is the Financial Red Zone?

What is a Green Flag on the Mailbox?

Money Desk: What is a Green Flag on the Mailbox?

What is Sequence of Returns Risk (SRR)?

Money Desk: What is Sequence of Returns Risk (SRR)?

Money Desk: What is Adjusted Gross Income (AGI)?

Money Desk: What is Adjusted Gross Income (AGI)?

Thrift Savings Program

The team at Capital Financial Advisory Group has been getting many questions about the Thrift Savings Program from federal employees. So, they decided to put together a series to answer every question you may have.

Thriving with the TSP Series Episode 8 Exit Planning

The team at Capital Financial Advisory Group has been getting many questions about the Thrift Savings Program from federal employees. So, they decided to put together a series to answer every question you may have.

Thriving with the TSP Series Episode 7 L Funds

The team at Capital Financial Advisory Group has been getting many questions about the Thrift Savings Program from federal employees. So, they decided to put together a series to answer every question you may have.

Thriving with the TSP Series Episode 6 I Fund

The team at Capital Financial Advisory Group has been getting many questions about the Thrift Savings Program from federal employees. So, they decided to put together a series to answer every question you may have.

Thriving with the TSP Series Episode 5 S Fund

The team at Capital Financial Advisory Group has been getting many questions about the Thrift Savings Program from federal employees. So, they decided to put together a series to answer every question you may have.

Thriving with the TSP Series Episode 4 C Fund

The team at Capital Financial Advisory Group has been getting many questions about the Thrift Savings Program from federal employees. So, they decided to put together a series to answer every question you may have.

Thriving with the TSP Series Episode 3 F Fund

Retirement Planning Tips and Secrets

Each state has different rules and regulations when it comes to taxing retirees. In North Carolina, for example, Social Security benefits aren't taxed, but other retirement incomes like pension are usually subject to some amount of taxation. (Lusya/Big Stock Photo)

Looking to retire? You'll still have to pay taxes - here's how to plan for them.

Like many things in life, when it comes to planning life insurance, the sooner you start, the better. Life insurance on its own is both a reliable and worthwhile tax-free investment -- as long as you know what you're paying for. (Rido81/Big Stock Photo)

Two secret alternatives to life insurance

Reaching retirement is a significant achievement. Your working days are behind you, and you're free to relax; the last thing you want is unexpected financial stress that ends your retirement quickly. By carefully planning your retirement savings as early as possible, you can make sure your funds are safe from surprise charges, fees, and commissions. (Rido81/Big Stock Photo)

How safe is your retirement?

Managing your finances can seem overwhelming, but it doesn't have to be.

6 financial blind spots to be on the lookout for

Planning your financial future can be intimidating, which may be why almost half of all Americans lack a concrete retirement plan.

How 'color-coding' your money can help you prepare for retirement

It's estimated there are more than 49 million retirees living in the United States today.

Ready to retire? Here are 5 keys to successful retirement

When the financial market experiences highs and lows, it is beneficial to have a Market Correction Action Plan in place to help you navigate your next steps with logic instead of emotion.

Market Correction Action Plan - how one can keep you on course in good and bad times

Playing the market can be risky, especially when it's the method for funding your retirement plan.

How an 'advance-and-protect strategy' is vital in your retirement plan

View More
Coach Pete's Book of the Month
Interested in getting started with our Financial Planning Services? Contact Capital Financial Advisory Group today for a no-obligation financial review Schedule Your Review Session
Meet The Team Promo