Capital Management Group of New York

05/20/2026

As our parents age, the financial conversations we once avoided can quickly become essential. When Aging Parents Need Financial Help: A Family Guide offers thoughtful insights on how families can navigate these moments with clarity, compassion, and confidence.

When you’re growing up, your parents are responsible for caring for you and helping you build a stable foundation for adulthood. But as you age, so do your parents, and the dynamic of who is helping whom can begin to shift. Over time, many adult children find themselves stepping into a caregivi...

05/01/2026

Starting the divorce process can feel overwhelming, but clarity and confidence grow when you have the right professionals by your side. Thoughtful planning, steady communication, and trusted financial guidance can help you protect your future and move forward with strength.

Getting a divorce can be one of the most difficult and emotional decisions in a person’s life. While the idea of starting a new chapter may bring a sense of closure, it is also common to experience uncertainty and concern about protecting your financial future. In addition to support from family a...

04/02/2026

Life can change in a moment — and when it does, emotional recovery and financial stability often collide. This article explores what it really means to navigate both at once, and why support matters during life’s most difficult transitions.

Life doesn’t always change in gradual, predictable ways. Sometimes it shifts in an instant — through a divorce, the death of a loved one, a sudden illness or injury, or another deeply personal loss. In those moments, your emotional and physical well-being naturally take priority. Grief, fear, an...

03/26/2026

So many women are managing more wealth than ever before—but also feeling more overwhelmed by it. This article dives into why that is and how the right financial advisor can make all the difference. A great resource for anyone looking to feel more confident and supported in their financial life.

Today, Americans are 41% more likely to turn to a financial advisor when seeking financial advice.[1] One of the biggest factors driving this trend is a broad pessimism about personal finances amid recent stock market volatility and rising consumer prices. Within this group of Americans is a demogra...

01/08/2026

Rising living costs and longer life expectancies are making it harder for retirees to make their savings last. Proactive planning—whether through smarter withdrawal strategies, guaranteed income options, or long‑term care preparation—can help create more stability and confidence in retirement. Now is a great time to revisit your plan and ensure it supports the future you envision.

The cost of living continues to rise, placing increasing financial pressure on those already in retirement. As a result, many seniors now face a heightened risk of outliving their savings. According to a 2025 analysis by the Transamerica Center for Retirement Studies, retirees in 41 states and Washi...

08/13/2025

As college students head off to campus, many parents focus on academics and dorm essentials—but health preparedness often gets overlooked. This article offers a practical checklist to help families navigate medical readiness and healthy living for young adults. A must-read for anyone sending a student off this fall.

It’s a wonderful yet overwhelming milestone: your child taking that next step toward adulthood by heading off to college. Giving them the space to find their own way is an important part of this process. But so too is preparing them to handle the unexpected. You may be used to stepping in to take ...

08/07/2025

Aging without a traditional support network doesn’t mean facing the future unprepared. This thoughtful guide from Capital Management Group explores how solo agers—those without close family ties—can take control of their financial, legal, and healthcare planning to live independently and confidently. From choosing the right power of attorney to exploring housing options and building a trusted social circle, this piece is packed with practical strategies for thriving solo.
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When planning for the financial and healthcare needs of older adults, it is often assumed that family members, such as children, grandchildren, or nieces and nephews, will be available to provide care and support. However, this assumption does not reflect the reality for a significant portion of the...

07/28/2025

As people age, their spending habits might reveal more than we think. Are we missing subtle signs of cognitive decline?

There's no reliable tool for predicting your risk of cognitive decline, but new research suggests one area of everyday behavior might contain early warning signs.

07/23/2025

The One Big Beautiful Bill Act (OBBBA) is now law—and it could have major implications for your business.

Signed on July 4, this 870-page bill introduces sweeping changes to tax policy, healthcare, energy regulation, and more. For business owners, the provisions around tax incentives, regulatory shifts, and employee benefits could directly impact operations and long-term planning.

We’ve summarized the key takeaways in a clear, actionable blog post to help you stay ahead of the curve.

Read our blog to learn more: https://hubs.la/Q03ytrXw0

If you’re wondering how these changes could affect your business strategy, this is a great place to start.

On July 4, 2025, Congress passed a sweeping budget reconciliation measure known as the “One Big Beautiful Bill Act” (OBBB), or simply the “Big Beautiful Bill.” This comprehensive legislation includes hundreds of provisions that will significantly reshape federal policy across a wide range of...

06/05/2025

We want to extend our deepest gratitude to Cropsey Community Farm for welcoming us with open arms and giving us the opportunity to contribute to such meaningful work. Building greenhouses and planting alongside your incredible team was both inspiring and rewarding. Your commitment to sustainable farming and community engagement is truly admirable, and we are honored to have played a small part in it. Thank you for your hospitality, guidance, and dedication to nurturing the land. We can't wait to see the impact of these efforts and look forward to future collaborations!