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Understanding Your Alternatives Protection Against Inflation The New Retirement Age 1031 Tax Deferred Exchanges

Understanding Today’s Financial Environment

Welcome, we're Investment Capital Resources, a financial services organization headquartered in San Diego, CA and specializing in Alternative Investments. We understand that individuals, families and businesses all face unique challenges as they navigate their unique financial landscape. We can help take the mystery out of preparing for today and tomorrow.

Our professionals have years of cumulative experience in the financial services industry. We can help you address your current needs and strategically prepare you for the years to come. We look forward to working with you through all stages of your life.

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Alternative Investments

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1031 Tax Deferred Exchange

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The Business Cycle

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Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

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Split Annuity Strategy

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Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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Enter various payment options and determine how long it may take to pay off a credit card.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Estimate Your RMD

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

Comparing Mortgage Terms

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Managing Your Lifestyle

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

5 Smart Investing Strategies

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

Tax Management Strategies

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

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How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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Investors seeking world investments can choose between global and international funds. What's the difference?

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The average retirement lasts for 18 years. Are you prepared to fill that many days?

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Have you found yourself suddenly single? Here are 3 steps to take right now.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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