.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 NowLPL Account View
Access your secure online client portal to view investment account information on your computer, tablet or smartphone.
Account View LoginNewsletters
-
Is It Time to Declare Your Financial Independence?
Here are some ideas to help pursue a life of financial freedom.
-
Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
-
Goodbye Passwords, Hello Passkeys
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.