Home NavigationMENU
  • About 
    • Mission Statement
  • Blog
  • Services 
    • Cash Balance Plans
    • Financial Planning
    • Risk Assessment
    • Tax Professionals
  • Client Center 
    • Financial Information Update Form
  • Resources 
    • Investment
    • Retirement
    • Tax
    • Tax Resources
    • Estate
    • Insurance
    • Money
    • Lifestyle
    • Glossary
    • Financial Professional Access
    • Useful Links
    • White Paper Library
  • Contact 
    • Schedule Appointment

Rightsizing for Retirement

What does your home really cost?

 

Related Content

What's New for Social Security?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

New Retirement Contribution Limits for 2024

New Retirement Contribution Limits for 2024

A look at the new, record-high retirement contribution limits from the IRS.

Interested in a Fuel Efficient Car?

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

 

We are the investment advisor partner for tax professionals.

Team with our RIA to be compensated for investment management and financial planning services to your clients.

 

Download Our App

Download Our App

We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office.

 

Get Financial News & Updates Delivered to Your Inbox





Thank you!

Error processing your request. Please try again at a later time.

 

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

 

Have A Question About This Topic?


Thank you! Oops!
 

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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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.

Contact

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

Facebook LinkedIn

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations