Explore the latest happenings and knowledge from our team.
Advanced Estate Planning Concepts for Women
Advanced Estate Planning Concepts for Women
Wednesday, December 31, 2025 - Broadridge Content
You will need to think about the disposition of your assets at your death and any tax implications. Statistically speaking, women live longer than men. So if you are married, you'll also probably have the last word about the final disposition of all of the assets you've accumulated during your marriage. You'll want to consider whether these concepts and strategies apply to your specific circumstances. Read more...
2026 Resolutions: 5 Simple Changes That Can Transform Your Finances
2026 Resolutions: 5 Simple Changes That Can Transform Your Finances
Wednesday, January 7, 2026 - Forbes
Real progress comes from small, consistent steps that compound over time. These five strategies throughout 2026, will lead to meaningful, lasting financial results. Read more...
Taxing Social Security Benefits: Clearing the Confusion
Taxing Social Security Benefits: Clearing the Confusion
Thursday, January 15, 2026 - Broadridge Content
Recent tax legislation included a new deduction for seniors but did not change the rules for taxing Social Security benefits. Read more...
Outlook 2026: The Policy Engine
Outlook 2026: The Policy Engine
Monday, December 8, 2025
Navigate markets with LPL Research’s 2026 Outlook, that provides insights on stocks, bonds, the economy, and more. Explore what to expect in 2026. Read more...
Why Choose Capital City Investments?
Advisors with Capital City Investments at Capital City Wealth lead with personalized service through a process that allows us to thoroughly understand our clients’ needs, analyze their financials and goals, provide customized investment plans and continually monitor progress through direct client communication.
Our practice continues to grow primarily through referrals from clients, tax professionals, attorneys and our colleagues throughout Capital City. When making referrals, people choose Investment Solutions at Capital City Wealth because of our commitment to personalized financial planning, excellent service and overall progress toward our clients’ financial goals. Find out more when you speak to a financial advisor at your local Capital City Bank location or when you contact us today.
CONNECT WITH A FINANCIAL ADVISOR
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. Capital City Bank and Capital City Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Capital City Investments, and may also be employees of Capital City Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Capital City Bank or Capital City Investments. “Capital City Wealth” is a brand name used to market certain wealth-related services. Securities and insurance offered through LPL or its affiliates are: