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106 B Centre Boulevard
Marlton, NJ 08053
856-988-0085

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Stan Cooper and Laurence Cooper

 
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

At Capital Wealth Advisors, LLC. our number one priority is you.

You only get one shot in life to provide education for your children, retire with dignity and maintain your lifestyle, it is important to get it right the first time!

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Helpful Content

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

 

The Best Apps in Travel

Technology tips to make your next trip even better.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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