When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

Design A Blueprint for Your Financial Success

At BluePrint Investments and Tax Planning, we work with individuals, business owners, and charitable organizations looking to take control of their finances and start pursuing their goals. We operate under the assumption that every client is unique and because of this, we create portfolios that are strictly tailored to clients’ risk tolerances, amount of assets and both short and long term objectives. Our firm provides portfolio management designed to precisely fit each client’s needs, and we work closely with them beyond creating their investment strategies. Our mission is to help clients achieve their goals and retirement dreams through solutions individually tailored for them.

Our firm specializes in quantified risk management of portfolios with a diligent reduction in costs. Our clients can be confident that their portfolios are built expressly for them with vigilant efficiency. This also holds true for our retirement plan clients who use 401(k)s and benefit from tax savings with the industry's well kept secret of Cash Balance Plans. Explore our site to find out exactly how we can build you a more suitable portfolio at a lower expense and save you on taxes while doing so.

Our offices are located in Sacramento, California and Incline Village, Nevada but we serve clients throughout the nation. We invite you to reach out today and discover how BluePrint Investments and Tax Planning can help you build a blueprint for your financial success.

Your Goals. Your Retirement. Your Solution.

Find out your personal Risk Number and
whether your current portfolio matches it.


Helpful Content

Replacing Your Medicare Card

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Gap Insurance for Leased Cars

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

 

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

View all articles arrow

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

View all calculators arrow

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

View all videos arrow