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.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
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.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Will you be able to afford nursing home care?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.