Welcome to Bluecap Financial! We're here to empower individuals to take the next step on their financial journey by offering extraordinary advice in a compassionate environment.
Welcome to Bluecap Financial! We're here to empower individuals to take the next step on their financial journey by offering extraordinary advice in a compassionate environment.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate the future value of your current savings.
Will you be able to afford nursing home care?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.