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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.

Describes how Roth accounts can generate tax-free retirement income.

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This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

Use this calculator to estimate how much income and savings you may need in retirement.

How much can you afford to pay for a car?

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

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