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3 Moments in Life Where You Should Consider Consulting a Financial Professional
FinancialPlanning 3 Moments in Life Where You Should Consider Consulting a Financial Professional ... when it comes to taxation.) When should I worry about required minimum distributions (RMDs)? When should
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Young Adult Services
Available for young members age 14-25, this first Checking Account helps young adults learn how to manage money.
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Manage My Money
Harness the power of Money Management, a free tool that helps you manage the many dimensions of your finances.
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Infrastructure Initiative Grant
CAP COM Federal Credit Union and its charitable giving arm, the CAP COM Cares Foundation, are pleased to announce the launch of the CAP COM Cares Foundation Infrastructure Grant Initiative.
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Meet the Business Services Team
Meet CAP COM's Business Services team.
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Notary Services Explained
Whether you need an affidavit, business contract, or another official form notarized, understanding what is meant by the term can help you prepare for a smooth notary services experience.
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Year-End Tax Planning Considerations for Capital Gains
FinancialPlanning Year-End Tax Planning Considerations for Capital Gains Year-End Tax Planning ... investment's net return. Remember, the key is not only about how much your investments earn but also how much
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Qualified Charitable Distributions for RMDs
Taxes Qualified Charitable Distributions for RMDs Qualified Charitable Distributions for ... tax-free transfer. Here are other things to know about QCDs for tax year 2023: QCDs are capped at the federal
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Coronavirus Update From the Desk of CEO, Chris McKenna
People are our priority at CAP COM, and we want to share measures we are taking regarding concerns surrounding Coronavirus COVID-19 in the Capital Region.
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Investing vs. Saving: Key Differences and Why Your Money Mindset Matters
You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing.
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End of Year Deadlines Checklist
Meeting year-end deadlines and getting tax efficiencies in place now may help the rest of the year run more smoothly. Read on for several things you'll want to accomplish before 2020 draws to a close.
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Avoid Playing Politics with Your Portfolio
When the markets are shaky, it can be tempting to rely on political headlines or pending legislation to time your entry or exit points. However, letting politics drive your investment decisions can be a costly mistake.
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Business Credit Card
Turn your everyday business expenses into rewards with CAP COM's Business credit cards.
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What to Know Before You Open Your Next Investment Account
Understanding the difference between taxable, tax-deferred, and tax-exempt accounts can improve portfolio diversification and make a difference in how much you earn over time.
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Spring Has Sprung: Time to Refresh Your Retirement Plan
Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts, it's worth taking a closer look at your retirement savings.
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June 1 Market Update
MarketUpdates June 1, 2022 Market Update Timely information on current market trends. The ... markets without recessions tend to last an average of about seven months, and we’re already five months into
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The Great Resignation – Were you one of the 20 Million people?
When people switch jobs, retirement may not be top of mind. It’s important to know your options for your existing retirement accounts and what the new employer offers. Make an appointment with one of our Advisors if you fall into this category. We can help!
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Feb 22 Market Update
MarketUpdates February Market Update Timely information on current market trends Stocks have ... Pearl Harbor and 9/11, the S&P 500 Index fell only about 5% on average. With anxiety running high, here are
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What to Do with Your Retirement Plan During Lay-Offs or Furloughs
If you have lost your job or been furloughed, you may be wondering what to do with your retirement account. Depending on your situation, you may want to consider one of the following options.
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Changes to Medicare in 2021: What Recipients Should Know
Retirement Changes to Medicare in 2021: What Recipients Should Know Insights from experienced ... the plan that best fits your needs. Learn more about some of the recent changes to the Medicare program
