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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

 

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Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

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Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?

 

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Latest Blog Post

Lock In Market Gains For Your Beneficiaries

January 20, 2021

The stock market is at all-time highs once again. Check out this chart of the S&P 500 Index over the past 8+ years. Do you have investments in stocks and/or stock funds that you expect to leave to beneficiaries? If so, it may make...

Medicare Insurance Planning

December 06, 2020

We did a recent interview with Medicare insurance expert Laurel Jolliff about important considerations regarding Medicare insurance coverage and the actions you should take each year to review it. If you haven't reviewed your Medicare...

Important Update About Investments The Past Few Weeks

April 04, 2020

Wow! No other word seems a more appropriate expression for what's happened to financial markets in the past six weeks. The S&P 500 stock index is currently down almost 27% from its high on February 19th. Small cap stocks in the U.S....

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Investment advisory services offered through BluePrint Investments and Tax Planning, a registered investment adviser.  The presence of this website on the Internet shall in no direct or indirect fashion be construed or interpreted to suggest that the firm is offering to sell or soliciting to provide investment advisory services to residents of any state or states in which the firm is not properly registered or exempted from registration requirements. This firm is not offering to render any financial planning or investment advisory services through this website nor are any recommendations being offered on this website. This website is solely for the purpose of providing general information about the firm and the services we offer.

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BluePrint Investments and Tax Planning
Office: (916) 978-1452
Office: (209) 920-7477
Toll-Free: (888) 845-4141
Fax: (815) 572-8086

989 Tahoe Blvd
Unit 84
Incline Village, NV 89451

info@investmentsandtax.com

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