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 strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
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.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to determine whether you qualify for the different types of IRAs.
Use this calculator to estimate how much income and savings you may need in retirement.
Will you be able to afford nursing home care?