We provide personalized financial advice, no matter where you are in life or how complex your financial needs may be.
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.
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.
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.