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.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
Compare the potential future value of tax-deferred investments to that of taxable investments.
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate the future value of your current savings.