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The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market?

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Welcome to Georgetown Capital

Georgetown Capital is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow and conserve our clients' wealth as we strive to deliver an unprecedented level of personalized service.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at [email protected] or call us at 800-648-8091 or 716-633-9800. We look forward to hearing from you.

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"Just In Case" Financial Blueprint

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Helpful Content

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

 

How Income Taxes Work

A quick look at how federal income taxes work.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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