Capital Financial Group connect Retirement Tools and information to support your personal retirement strategy. We invite you to visit the collection of articles, calculators and other resources we think you'll find useful in helping plan for your retirement goals. At Equitable Advisors, we take your privacy seriously. Equitable Advisors is committed to keeping all information we have about you confidential and secure. Calculators Cost of Retirement Use this calculator to estimate how much income and savings you may need in retirement. IRA Eligibility Use this calculator to determine whether you qualify for the different types of IRAs. Retirement Portfolio Lifespan How Long Will Your Funds Last? Flipbooks Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow The road to retirement is seldom smooth. You need a sound savings strategy to help overcome obstacles in your path. Understanding Social Security and Medicare: America’s Retirement Safety Net Social Security and Medicare rules can be complex. To help maximize benefits, it pays to understand your options. California Insurance License #: 0E64585 (Powell), 0L27625 (McKenna) Charles Altizer, James Blassingham, James Denny, Matthew McKenna, & Stephen Powell has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Capital Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively. Link to equitable.com Privacy Policy Site Map Back To Top Check the background of this financial professional on FINRA's BrokerCheck