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.
Around the country, attitudes about retirement are shifting.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Don’t overlook the need for renter’s insurance if you rent your home.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
There are four very good reasons to start investing. Do you know what they are?
When to start? Should I continue to work? How can I maximize my benefit?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
$1 million in a diversified portfolio could help finance part of your retirement.
Making the most of surprises is a great reason to work with us.
There are three things to consider before dipping into retirement savings to pay for college.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.