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Honoring Your Successes

You have personal and professional goals and a solid vision for your future.  At Capital Financial Solutions, LLC. Our independent firm shares this visionary spirit.  We know the commitment it takes to reach these goals and since our inception we’ve been dedicated to helping clients in all stages of life achieve financial freedom. 

Through our process you will find that our continued success with clients stems from our dynamic group of financial professionals who will always work in your best interest.  We uphold the traditional values of being a service business and promise to maintain access to a wide variety of innovative products, services, and technology.

Based in Boise, Idaho, we work with clients throughout the Treasure Valley, Idaho, the Northwest, and all over the United States. We invite you to contact us today to learn more about how we can help you pursue your goals.

Helpful Content

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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