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Senior couple smiling at phone, Securing your future wealth management.

We provide personalized financial advice, no matter where you are in life or how complex your financial needs may be.

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We start by getting to know you and your long-term investment goals.  Then we determine the financial roadmap and tax strategies that will navigate you towards the future you want. From building a nest egg or saving for college to estate planning, we take a diversified and tailored approach to financial management.  

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We are thrilled to welcome Timothy A. Ginn, CFP®, CPA*, to the MBIA Capital Advisors team as our new Senior Financial Advisor. With over 27 years of experience in comprehensive financial planning and investment advisory, Tim brings a wealth of knowledge and expertise to our clients. From executives and affluent families to physicians and closely-held business owners, Tim has built a reputation for delivering thoughtful and personalized financial guidance.

MEET TIM

Financial Insights by MBIA Capital Advisors

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Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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Determine whether you should consider refinancing your mortgage.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

How Long Will Your Funds Last?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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