Cape Cod Wealth Strategies & Insurance Services, LLC

Cape Cod Wealth Strategies & Insurance Services, LLC Cape Cod Wealth Strategies & Insurance Services provides quality financial strategies, and offers in (APFS) or American Portfolios Advisors, Inc.

Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities

or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment
Advisory Services offered through American Portfolios Advisors, Inc.(APA) an SEC Registered Investment Advisor. Cape Cod Wealth Strategies & Insurance Services LLC is not affiliated with APFS and APA.

05/16/2024
05/16/2024
01/26/2023

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10/07/2021

Are you concerned that reclassifying your business from a sole-proprietorship to a corporation may impact your pension options? We’re always ready to dig into your current situation to help you find the answers you need.

10/06/2021

Cash balance pension plans differ from 401(k)s in many different ways. With cash balance plans, participation doesn’t rely on workers contributing part of their compensation, the investment risks are lower, employees can receive their benefits in the form of life annuities, and they are backed by a federal guarantee.

10/04/2021

Simplified employee pension (SEP) plans allow employees to make contributions on a tax-favored basis to individual retirement accounts and require minimal reporting and disclosure, as the accounts are owned by the employees.

09/30/2021

A money purchase pension plan requires fixed annual contributions from the employer to the employee’s individual account. Given the regularity of the contribution schedule, these plans are subject to certain requirements.

09/29/2021

Did you know one of the first pension plans in the U.S. was for government workers? Pensions were offered to federal civilians in the form of the Civil Service Retirement System. This system gave retirement, disability, and survivor benefits for civilian employees in the Federal government in 1920.

09/27/2021

The first thing a financial planner looks at is a person’s financial portfolio. Then, the personal financial goals of the client are assessed. Afterward, the financial planner will create a plan tailored and specific to that client’s goals.

09/23/2021

No amount of money can buy the peace of mind you get knowing you always have a plan in case of a financial emergency. You can count on your financial planner to be with you every step of the way.

09/22/2021

Learning how to budget and save is a good thing, but knowing the best investment vehicles to maximize the growth of your hard-earned cash is what you really need to achieve financial freedom, and a financial planner can help you with that.

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16 Forsythe Avenue
South Yarmouth, MA
02664

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Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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