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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Tax preparation may be the perfect time to give the household budget a check-up.
Calculating your potential Social Security benefit is a three-step process.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Understanding the cycle of investing may help you avoid easy pitfalls.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
You’ve made investments your whole life. Work with us to help make the most of them.
There are three things to consider before dipping into retirement savings to pay for college.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?