Wayne L. Rector, Financial Adviser with Captifi Wealth Solutions, LLC

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

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A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

The Importance of Buy-Sell Agreements: Secure Your Business Future In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...

Did you know that you're able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://bit.ly/465nZ8i

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

A Financial Checklist for Your 50s Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4qfDy6Q
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

Property Tax Changes Homeowners 65 and Older Should Watch in 2026