.png)
.png)
Join Our Weekly Commentary Email
Receive important news from Blue Heron, along with relevant content for your week with our email newsletter.
Sign Up NowCreate Your Investment Plan
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives.
Start HereLPL Account View
Access your secure online client portal to view investment account information on your computer, tablet or smartphone.
Account View LoginNewsletters
-
HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
-
IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
-
Building Financial Resilience
Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
-
Consider a Bond Ladder for Rising Interest Rates
A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
Calculators
-
Lease Payment
How much would your monthly lease payment be?
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.