Capita Financial Network

02/17/2026

Shout out to for the amazing work they do helping people get back into the workforce after a career break. The demand is real, and we’re proud to support them!

01/08/2026

Introducing Women & Wealth! Capita Financial Network’s new YouTube channel, hosted by our wealth advisors, Alison and Katie, and focused on bringing women into the conversation of their finances.

12/17/2025

Most people want their best financial year…
…but don’t know where to start.

That’s why we're launching "Your Best Financial Year". YBFY is a weekly, bite-sized roadmap that gives you one simple financial action to complete each week.

- No overwhelm
- No jargon
- Just steady progress toward a more confident financial life

👉 Sign up here to receive weekly reminders and tools:
https://www.capitafinancialnetwork.com/your-best-financial-year

12/02/2025

✅ Disclosures and full episode linked here: https://www.youtube.com/watch?v=TYFV_3yd9IM

💡 Roth vs. Traditional = SAME spendable (if time, growth, and tax rate are the same). 🤯

11/07/2025

The end of the year is the perfect time to make sure your finances are in order.
Here are the Top 10 Financial Topics to Review Before Year-End — from capital gains and tax-loss harvesting to maximizing your retirement contributions.
Don’t leave money on the table.
Watch the full breakdown here
🎥 👉

For important disclosures, visit: https://www.capitafinancialnetwork.com/disclosures✅ Download the free 2025 Tax Checklist here: https://www.capitafinancialn...

09/09/2025

✨ This is a highlight from ‘s episode on survivor benefits and the importance of knowing your options after the loss of a spouse.

🎥 Find the link to the full episode in our bio.

💡 If your spouse has passed away, you may be eligible for survivor benefits through Social Security—but you have to file to receive them. The SSA doesn’t automatically notify you, so understanding your rights and taking initiative is critical.

📘 This content is for educational purposes only. For more information about Capita Financial Network, visit: https://www.capitafinancialnetwork.com/legal

08/14/2025

We’re live on YouTube! 🎥💬

Join our President, Zacc Call, and co-host, Tony Inkley, as they chat about all things personal finance - from getting started, to selling a business, or getting retirement-ready.

👉 Find us at or hit the link in our bio to watch!

07/01/2025

Exceptional leaders like Zacc Call are rare, and we’re incredibly grateful to have him as President at Capita. He is constantly looking for ways to foster growth, learning, and success among his teams. We’re proud to celebrate Zacc for receiving the Utah Business Executive Excellence Award. A well-deserved honor for an outstanding leader.

📷: Rebeca Price

06/23/2025

Please join us for our upcoming Summer Bootcamp on June 26th!

What can you expect from these bootcamps / seminars?

These events feature several hands-on presentations from some of the industry’s top leaders, diving into today’s most relevant financial topics. Visit the link in our bio to sign up - spots are free, but limited!

05/23/2025

What investment opportunities align with women's unique skills and life experiences?
"Women are naturally built for long-term investing — and studies prove it.

We may feel too busy or not confident enough to dive into the markets… but that’s actually a strength. ⏳ Like a crockpot dinner, investing works best when you set it, leave it, and let it grow.

Women take fewer risks, stay steady, and outperform over time. Let’s lean into that power."

05/21/2025

Starting your career earlier could mean more years of earning and saving—and more time for compound interest to work in your favor. Even small changes in timing can make a big long-term difference.