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.
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much life insurance would you need to produce a sufficient income stream for your family?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This calculator can help you determine how soon you can pay off your mortgage.