Investor education
Below you will find informative videos, whitepapers, and various resources. Be sure to follow The Capstone Planning Group on Facebook & LinkedIn for ongoing updates.
Investor Resources
Secure Act 2.0
Key elements include: RMD Age, RMD Penalty, 401k Roth RMD, 529 Accounts to Roth IRAs, Catch-up Contributions, Student Loan Matching and more.
Planning for Financial Wellness (Video)
Social Security Planning
Are you aware of when you can start taking your Social Security benefits, or what you can do to maximize it? This helpful guide will assist you.
Three Big Risks in Retirement
Are you prepared for these three big risks in retirement?
Check the background of your financial professionals on FINRA's BrokerCheck.
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The Capstone Planning Group | Located at Cornerstone Bank
Direct Phone: 508-764-0046
200 Charlton Road [Suite B]
Sturbridge, MA 01566
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Capstone Planning Group or Capstone EDGE, and may also be employees of Cornerstone Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
Check the background of your financial professionals on FINRA's BrokerCheck.
Conveniently located at Cornerstone Bank