Capitalize’s Editorial Process

Updated on November 20, 2023

Learn about our Editorial Process

Our Vision

At Capitalize, we believe in a future where everyone is equipped with the skills and tools to retire with a life of dignity.

Our Mission

Our goal at Capitalize is to empower our users with the tools and knowledge they need to have a better retirement.

Editorial Process

Capitalize is committed to a rigorous editorial process that ensures our content is carefully crafted by industry experts who thoroughly understand retirement topics through their extensive background, careful research, and validation of information across highly credible sources. By using independent reviewers, we ensure our content is unbiased and impartial. Capitalize strives to include a diverse array of backgrounds who all share a common goal of making complicated retirement topics easy to understand. We believe our readers are entitled to accurate information that is free from bias and subjectivity. 

Editorial Standards

Accurate information

Content published in our resources library is written by industry experts who are required to do a round of fact-checking before submitting their article to a member of our editorial review team, who does a final check against claims, contribution limits, and biases before making its way to our readers. Readers may contact us at marketing@hicapitalize.com to report mistakes or register complaints.

Thorough research

Our research process begins with industry experts crafting a topic outline of the questions we find ourselves getting asked most frequently. Once the outline is compiled, our team analyzes information from only the most reputable sources before independently crafting the article. Writers are committed to our core values of being factual, clear, and informative and aim to convey the information in an easily digestible manner.

Highly credible sources

All content at Capitalize is vetted by our independent, expert review team before it is published. These experts hold credentials across legislative and financial institutions ranging from Juris Doctorates (J.D.), Chartered Financial Analysts (CFA), Certified Financial Planners (CFP), and Certified Public Accountants (CPA). Our writers only source from reliable publications and government sources and incorporate validating information against sources of truth such as the IRS, the U.S. Department of Labor, and more. 

Transparent ranking process

At times, we have our editorial team review and rank financial products. These rankings are the product of over 400+ cumulative hours of research from our editorial team. Companies that we include in our rankings are subject to an initial quality screening to ensure that only reputable brands are presented on-site. Our writers are not influenced by financial considerations, bias, or conflict of interest, and they freely evaluate companies without internal or external pressures.

Industry Expert Insights & Reviews

Our independent experts hold a diverse range of credentials to ensure the content we
produce is not only helpful but accurate and up-to-date. The goal of the Capitalize editorial team is to produce
content that we stand behind, and the insights and guidance our experts provide equip us with the confidence to
achieve that goal.

Photo of Robin Hartill

Robin Hartill, CFP™

Robin Hartill is a Florida-based CERTIFIED FINANCIAL PLANNER™ and a veteran financial editor and writer. Her
work regularly appears on The Motley Fool, Yahoo! Finance, and Nerdwallet. Previously, she wrote the
syndicated Dear Penny personal finance advice column. She is a graduate of the University of Florida.

Photo of Sam Swenson

Sam Swenson, CFA, CPA, CFP™

Sam Swenson is a financial planner, New York State CPA, CFA charter holder, and freelance writer/editor. After
nearly a decade in various Wall Street roles, Sam found a niche in creating objective, accessible, and
actionable financial plans for everyday people. Sam has also published long- and short-form personal finance and
investment planning content on various websites across the internet.

Meet the rest of the Capitalize editorial team.

Meet our editorial team