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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.

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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How much will it cost to pay off a loan over its lifetime?

How much life insurance would you need to produce a sufficient income stream for your family?

How much do you need to save each year to meet your long-term financial goals?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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