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    200 Camino Aguajito, Suite 300 Monterey, CA 93940 O: 831.324.4877
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Infographic: 7 strategies to strengthen your 401(k)
If you’re contributing to an employer-sponsored 401(k) plan, consider taking these steps to help maximize your retirement benefits.
Retirement & Longevity
More than getting from A to B
How you get around can mean a lot for your retirement quality of life.
Retirement & Longevity
Read
Read
Write your story: Embrace your retirement identity
Rediscover yourself and the impact you can make in this new phase.
Retirement & Longevity
The future of Social Security: What you need to know today
How Social Security’s anticipated shortfall may impact you down the road.
Retirement & Longevity
Planning for the life you want in retirement
Focus on goals, not just wealth.
Retirement & Longevity
View
Infographic: Rent or buy? Think through where you want to live in retirement
When it comes to choosing a place to retire, location definitely matters — but there are other factors to weigh, like whether to rent or buy a home.
Retirement & Longevity
Read
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Read
Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity

Are you ready? Let’s uncover the possibility of working together.

Capital WaypointCapital Waypoint
  • Fresno Office: 5200 N Palm Ave, Suite 301 Fresno, CA 93704
  • O: 559.475.9322
  • Map & Directions
  • Map & Directions
  • Monterey Office: 200 Camino Aguajito, Suite 300 Monterey, CA 93940
  • O: 831.324.4877
  • Map & Directions
  • Map & Directions

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