Blog
May is Disability Insurance Awareness Month
Think you don’t need disability coverage? Think again. We draft a will. Create an estate strategy. And purchase life insurance. But few of us consider disability insurance – the coverage that can help us maintain our income and...
Read MoreBuilding a Nest Egg for Two
Whether you’re a newlywed or have celebrated many anniversaries, you already know you can accomplish more working together towards the same goal. The same goes with retirement savings. Both spouses can and should be involved in...
Read MoreDaylight Savings – Tips to Spring Forward
The time is here again! Twice a year, we adjust our clocks and disrupt sleeping patterns, work schedules, and the balance of our day. Even though it’s only an hour, springing forward for Daylight Saving Time each March is always a...
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Happy New Year! – February 2026
While February is the shortest month of the year, it is often one of the most productive.As our schedules begin to settle down from the busy holiday season, goals are being put into action and priorities feel clearer. Consider keeping...
Read MoreLast-Minute Moves To Shrink Your Taxable Income
The end of the year is approaching, and as a taxpayer, you can make some last-minute moves to improve your financial position come tax time. By making tax-free donations or contributions to retirement accounts, you can shrink your...
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Happy Veterans Day!
Thank you to our military personnel for the sacrifices you have made for our freedom. Happy Veterans Day!
Read MoreMedicare & Long Term Care – Working Together
While it may be hard to think of now, it’s likely you’ll need some type of healthcare or daily living assistance as you age. People often believe that Medicare covers long-term care (provided either at home or in a nursing facility)....
Read MoreSeptember Is National Life Insurance Awareness Month
It’s time for your life insurance checkup. September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1 If you don’t have any life insurance, you’re not alone. Life insurance is one of those...
Read MoreSummer BBQ Recipes
Summer is here, and that means it’s time to fire up the grill!! There’s just something about that smoky, charred flavor from a grill. Turns out it’s got a name! It’s called the Maillard Reaction, and it’s a chemical reaction between...
Read MoreWhy You Should Stay the Course
In light of recent events which have significantly impacted the markets, we wanted to proactively reach out and remind you that we’re here to support you as we navigate these times of uncertainty. Knowledge is power, and we’re...
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Happy Father's Day
Father’s Day is coming up, a day when we celebrate perhaps the greatest work men do. Teaching your children, instilling the lessons that will shape their character and their lives. Is there any work more important? Interestingly,...
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Your Monthly Market Newsletter, MAY 2025
May has arrived, following a turbulent month of concerns about how tariffs will impact the economy and potentially increase risk of a recession. Consumer attitudes worsened more than expected in April according to recent data, as...
Read MoreDon’t Shred Those Tax Documents Yet!
Once you complete this year’s taxes, you may wonder what to do with that pile of records, 1099s, receipts, and bank statements. The IRS recommends holding on to any documents related to the income you’re reporting or any deduction or...
Read MoreDaylight Savings – Tips to Spring Forward
The time is here again! Twice a year, we adjust our clocks and disrupt sleeping patterns, work schedules, and the balance of our day. Even though it’s only an hour, springing forward for Daylight Saving Time each March is always a...
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All You Need is Love! 💘
During this period of renewal and optimism, it's an opportune time to explore how you can achieve financial wellness for yourself and your family. Looking ahead can include working toward long-term goals, such as planning for...
Read More8 Ways to Protect Yourself Online
January 28 is Data Privacy Day, an internationally recognized day to empower companies and individuals to discuss and implement ways to safeguard data and respect online privacy. In other words, it's an excellent excuse to get your...
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Enjoy the Holidays from Me to You!
Warmest wishes for a happy Holiday season and a wonderful New Year.
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Wishing You a Happy Turkey Day!
Happy turkey day!May your heart and belly be full.
Read MoreEstate Planning Myths
Estate planning can be one of the most misunderstood aspects of financial planning; however, it’s vital to ensure your assets and family are protected. Unfortunately, common myths convince many they don’t need to create or update an...
Read MoreTailgating: Prep Makes Perfect!
Tailgating pros don’t waste time packing supplies the night before the big game. Instead, they create a tailgating kit full of all the essentials needed for a great party so it’s stocked at a moment’s notice…just add food and ice and...
Read MoreKeep Your Cool and Save 💰
As a financial professional, I’m always looking for ways to help clients be more efficient with their money. Now that summer’s here, staying cool can make electricity bills skyrocket, so here are some strategies to help keep cool and...
Read MoreYou Can't Time The Market, So Focus On Time IN The Market
The dream of a secure retirement, college funding, or a vacation home may be the financial “prize” you’re keeping your eyes on. But it’s hard for investors, even seasoned ones, to stay focused in the face of market volatility. During...
Read MoreMind Over Markets – A Behavioral Guide to Investing
When market volatility is headline news and account values start to fall, it’s easy to understand why investors get jittery. Even with a boatload of historical data to support us, in times of stress we all struggle to overcome our...
Read MoreIs Your Internet Footprint Compromising Your Identity? Yes!
We don’t always hear about it in the news, but identity theft is on the rise. Our constant internet usage has given us a large digital footprint. And the more you’re online, the greater your risk of criminals hijacking your...
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April Is Financial Literacy Month
April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...
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Your Monthly Market Newsletter, November 2023
November has arrived. At the start of this month, all eyes were focused on whether the Federal Reserve (Fed) would hike interest rates for a fifth time this year or hold rates steady. The Fed’s decision to leave interest rates...
Read MoreAugust 2023: Retirement Readiness
Our newsletter this month features a video exploring the facts about early retirement, and helpful articles about challenges women face when planning to retire, the importance of making sure your retirement accounts are working in...
Read MoreToday's Advice: Markets Bounce Back
Investing involves risk. We all know that, but it doesn’t make it any easier to bear the endless supply of distressing headlines. Between skyrocketing inflation, bank closures, and a few years of market turmoil, it’s been...
Read More6/2 Market View Weekly
We strive to keep you regularly updated with important market changes and news.Please find this week’s Market View Weekly from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This commentary provides...
Read MoreQ1/2023 - Quarterly Market Recap
We strive to keep you regularly updated with important market changes and economic news. Please find the most recent Quarterly Market Recap from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This...
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Sorrell Obtains Certified Kingdom Advisor Designation
Kingdom Advisors, a membership community for financial professionals who specialize in serving the Christian market segment, has granted the CKA® designation to Scott Sorrell. The CKA® is the gold-standard for professionals desiring to...
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Weekly Market Insights: Mixed Message Provokes Volatility
Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. The Dow Jones Industrial Average gained 1.18%, while the Standard...
Read MoreLife Events that Impact your Financial Plan in a Big Way!
When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...
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Weekly Market Insights: Erratic Holiday Trading Leaves Stocks in Doldrums
In a holiday-shortened week, erratic trading left stocks marginally down for the week.The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...
Read MoreHelpful Info About Midterm Elections & Market Performance
It is hard to believe we are in the midst of yet another election cycle. With inflation soaring, economic growth slowing, and extremely choppy markets, midterm elections seem like an afterthought. But on Tuesday, November 8th, 435...
Read MoreA 9.6% COLA increase? It could be the real thing!
Like many Americans, you may be feeling pain from the high cost of living every time you buy groceries or fill up at the pump. Surging food costs and higher gas prices are pinching consumers, especially those living on a fixed income....
Read MoreWhat is the Cost of Missing a Market Rebound?
Panic selling is not an investment strategy. Repeat: panic selling is not an investment strategy.Investors who pull the emergency brake and bail out during a market decline almost always lock in a loss on their investments. And if they...
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May's Bumpy Ride Was Tiresome for All
Welcome to June!What a relief to have May in the rearview mirror after a volatile month (in both the markets and the headlines). Surprisingly, despite weeks of negative performance, the major stock indexes actually finished flat,...
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Should You Use Your Retirement to Pay for College?
Educational attainment is a bedrock of the American Dream. We all want our kids to do better than us, and we’ll do anything to help them achieve that! There are dreams, and then there’s reality: college costs have exploded...
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2022 Contribution Limits
Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...
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Video: Please Join Us For Our Open House
We're excited to show off our renovated office!
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The Underutilized Benefits of a Health Savings Account
Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example.In 2019, 55% of those with HSAs...
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A 6.1% Bump in Social Security?
The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...
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Do You Qualify for the Child Tax Credit?
There are no two ways around it: childcare is expensive! In many cities, it can cost nearly as much as the mortgage or rent payment, which puts parents in a Catch-22: they have to work to afford childcare, but they need childcare in...
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It’s the Perfect Time…
Summer brings the perfect time for BBQs with friends, fun in the sun, and making memories at the beach or pool. With the first half of the year in the rearview mirror, summer also gives us a chance to perform a mid-year assessment on...
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Don’t Let a Loved One Become a Statistic
Every year in June, National Safety Month focuses on reducing causes of injury and death in the workplace, on the road, at home, and in our communities by making safety a priority. It’s an intentional time to identify and...
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Steps To Avoid Credit Fraud Against Children
We know how devastating being the victim of fraud can be. When it comes to protecting credit, most people only consider taking precautions for adults. But many victims of identity theft crimes are children. Why? Their credit typically...
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Don’t Let Unexpected Expenses Derail Your Retirement
While it’s natural to look ahead to a leisurely retirement, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four...
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Haven’t Filed Your Taxes Yet? Don’t Worry!
Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you another month to file your taxes!The Treasury Department and Internal Revenue Service has announced that...
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Put Experience and MDRT to Work for You…
Scott D. Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, RICP®, CASL®, CLTC Achieves Prestigious Top of the Table MDRT Qualification Raleigh, North Carolina (March 11, 2021) — Scott D. Sorrell, CFP®,...
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Weekly Market Insights: Fed Chair Says No Change For Now
Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill.The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%....
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2021 Tips for Cyber Security
As we’ve seen, data breaches, such as the Russian-based SolarWinds attack that was announced late last year, can have major impact on online security. In light of these recent data breaches, we wanted to send along some tips to...
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Financial resolutions that are actually attainable.
We wish you a very happy new year! As we close in on year-end, a common topic of conversation amongst friends and family is what resolutions they vow to make in the new year. One of the top kind of resolutions deal with finances in...
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The Holidays are Upon Us - Plan Ahead!
As the leaves fall and the sweaters come out, autumn is typically the time of year when many are feeling the financial effects of vacation-packed summers. This year there’s likely an additional element impacting you...
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Safe Ways to Safely Celebrate Halloween 2020!
The countdown to Halloween is officially on! Bags of candy fill the store shelves and scary costumes are flooding aisles. Due to the ongoing pandemic, Halloween may need to look a little different this year to keep your family and...
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Questions to Ask Yourself Before a Big Purchase
At some point in life, you’ll be in the market to buy something that costs big bucks. No matter the purchase, sometimes the decision can be hard to make. Here are three things you should ask yourself before you spend your...
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August 2020 Market Matters Update
While COVID-19 cases continue to rise globally, a bright spot on the horizon is continued vaccine development progress with 135 potential vaccines in testing with the possibility of being available by January. Unemployment rates are...
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Happy Fathers Day
Dads teach us so much. To work hard for the life we want... To have fun and live each day to the fullest... To put family before all else. Happy Father's Day! I was lucky to spend my day with my dad in Southport.
Read More45-year industry veteran joins Capitol Financial Solutions as affiliate advisor
45-year industry veteran joins Capitol Financial Solutions as affiliate advisor Earl Chesson brings new sophistication of expertise, strategy and knowledge to firm, along with an extraordinary clientele Raleigh, N.C. – Capitol...
Read MoreScott D. Sorrell Earns Accredited Estate Planner Designation
PRESS RELEASE Contact: Chessie Ralston | VP Marketing cralston@capfs.com Direct Phone: 919.719.3809 FOR IMMEDIATE RELEASE Raleigh, NC, January 9, 2020 – Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®,...
Read More#CapitolCares
Happy to share this video montage of some of our #CapitolCares events throughout the years.
Read MoreVLOG Featuring Scott Sorrell and Devin Butler
Scott Sorrell and Devin Butler provide business updates in this new VLOG.
Read MoreRed Nose Day 2018
On March 24, 2018 our Raleigh, Charlotte and Richmond offices celebrated Red Nose Day. We came together to change the lives of kids who need our help the most. To learn more about this special cause, visit https://donate.rednoseday.org/
Read MoreSorrell Achieves Prestigious Top of the Table MDRT Qualification
Raleigh, NC (February 28, 2018) —Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®, CLTC of local Capitol Financial Solutions in Raleigh, North Carolina has qualified for Top of the Table, a coveted...
Read MoreHigh Country of North Carolina
The High Country of NC offers so much and generally includes Boone, Blowing Rock, Linville, Banner Elk, Beech Mountain, and other surrounding locations. One thing I love about being born and raised as a North Carolinian is our state...
Read MoreSouth Africa Trip
I recently went to South Africa and am excited I was able to visit my 5th continent. I went on a Safari and then to Cape Town. Both experiences were wonderful but I can say the Safari was one of the most unique and enriching travel...
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