"We will only do with your money what we would do with our own." ~ Warren Buffett
Capital Growth & Shelter, Inc.
" Financial success by design."
Wealth Management, Investments and Insurance Since 1984
Newsletters
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Key Retirement and Tax Numbers for 2023
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
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A Wealth of Information: How to Read a Mutual Fund Prospectus
Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.