Capital Financial Advisory Group

10/06/2026

📺 Coach Pete Featured on CBS 17’s My Carolina!

Coach Pete recently joined CBS 17 to discuss the financial red zone—the critical years immediately before and after retirement.

During this period, decisions involving market risk, retirement income, taxes, Social Security, and withdrawals can have a lasting effect on your financial future. Coach Pete explains why entering retirement with a written strategy can help protect what you’ve built and create greater confidence for the years ahead.

Watch the full interview here:
https://vist.ly/5m843

The years leading up to and following retirement can be some of the most financially sensitive years of your life. Coach Pete with Capital Financial Advisory Group explains the concept of the “fina…

10/05/2026

Inflation rarely arrives as one large bill. Instead, it quietly raises the cost of groceries, utilities, services, and healthcare year after year.

Over a 25-year retirement, everyday expenses could roughly double—even if your lifestyle stays exactly the same. That means retirement income that feels comfortable at 65 may feel much tighter at 85.

Is your retirement plan prepared for tomorrow’s cost of living?

10/03/2026

The term “rider” can sound complicated, but it simply refers to an added feature on an annuity. Coach Pete explains two common options—long-term care and lifetime income riders—and why the right choice should depend on your individual retirement goals.

10/01/2026

Retirement planning starts with getting organized and clear. Coach Pete explains how we bring your assets, income, expenses, taxes, healthcare needs, and long-term goals together—then test different scenarios and build a written plan you can understand and confidently follow.

09/29/2026

📺 Coach Pete Featured on CBS 17’s My Carolina!

We’re excited to share Coach Pete’s recent interview on CBS 17, where he explains an important distinction: saving for retirement is not the same as creating retirement income.

Building a nest egg is only the first step. A thoughtful retirement plan should also address how those savings can be turned into dependable income designed to support your lifestyle throughout retirement.

Watch the full interview here:
https://vist.ly/5kadm

When planning for retirement, your 401(k) is important, but it’s not the only piece to consider. With fewer people relying on traditional pensions, many retirees are responsible for creating their …

09/28/2026

Living a long life is a blessing—but your retirement income needs to last just as long. The right plan can help provide dependable income for every chapter ahead.

09/26/2026

Not all annuities respond to a market crash the same way. Coach Pete explains the important difference between variable annuities and fixed indexed annuities—and why understanding exactly where your money is exposed matters. If you’re unsure about your current plan,
text "PLAN" to 600-700 for a complementary review!

09/24/2026

A retirement plan shouldn’t be reviewed once and forgotten. Our quarterly meetings cover your portfolio, retirement income, estate plan, and proactive tax planning—plus, you have access to our team whenever questions, surprises, or life changes arise.

Text "PLAN" to 600-700 to get started!

09/22/2026

Could guaranteed lifetime income support a longer life? Tom Hegna shares research linking dependable income with reduced financial stress and greater longevity. See why retirement income planning may be about more than just money.

09/21/2026

Inflation doesn’t send a bill—it quietly raises the cost of nearly everything. Is your retirement income prepared to keep pace? A plan that includes growth can help protect your purchasing power for the years ahead.