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CAPSTONE INDEPENDENT FIRM

4125 Embassy Drive SE
Grand Rapids, MI 49546

Phone:

(616) 949-7130

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

STRENGTH  -  PERFORMANCE   -   INTEGRITY

Welcome to our web site. Here you will find a wealth of information in the form of newsletters, articles, calculators, and research reports.  We hope that your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth management. Most important, we hope you see the value of working with experienced professionals to pursue your financial goals.

We are here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we would not want you to miss any developments in the area of personal finance.

Encourages older workers to maximize catch-up contributions.

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Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Outlines best practices for safe peer-to-peer payment app transactions.

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Shows how combining small-, mid- and large-cap funds enhances diversification.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

This calculator can help you determine how soon you can pay off your mortgage.

Determine whether you should consider refinancing your mortgage.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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