Blue Heron Videos

You’re expecting retirement income from Social Security. But a lot of factors can determine how much you’ll receive. And the more you know, the better prepared you are to make the right choices.

Please join us as we discuss insights on today's most critical economic and investment topics with guest speaker Jordan Jackson, Vice President, Global Market Strategist, J.P. Morgan Asset Management. Using the most recent edition of J.P. Morgan Asset Management's Guide to the Markets, Jordan will share thoughts on the current economic landscape, outlook for 2022, discuss key drivers and trends taking place in the markets and answer your most pressing questions.

When it comes to Medicare, everyone wants to make the most of their benefits. You may have a lot of questions, like clarification on the various Medicare plans offered, eligibility requirements, and cost. - Recognize the impact of health care costs in retirement. - Understand the basics of Medicare plan options. - Expand your knowledge on the provided coverage and plan costs. - Learn important enrollment information and available resources to help you make an informed - Medicare decision.

Dr. Quincy Krosby is LPL Financial’s chief equity strategist. In this role she provides a perspective on global capital markets with an emphasis on the macro-economic environment, coupled with the fundamentals underpinning the equity landscape. In addition, Quincy is a member of the firm’s Strategic and Tactical Asset Allocation Committee.

Blue Heron Financial Group has received numerous questions over the years regarding estate planning and even funeral planning, so we thought we’d bring a panel of experts to you.

We’re proudly presenting LPL Research Outlook 2022: Passing the Baton, with market insights on what you can expect in the economy, stocks, and bonds for 2022. Please join us for a comprehensive presentation on the markets and the global economy—and the opportunities and challenges that may lie ahead.

Where did “old age” come from? We’ve all been told a certain story of what aging would look like. And for a longtime, people have lived that particular version of “old age.” But what if society’s thinking of aging is outdated? What if one day, they woke up and realized things could change if they wanted them to? During this presentation, we'll discuss our current concept of aging, and how we can dispel the myths we’ve been told to create our own stories.

We’re proudly presenting LPL Research Midyear Outlook 2021: Picking Up Speed, with market insights on what you can expect in the economy, policy, stocks, and bonds for the rest of 2021. Please join us for a comprehensive presentation on the markets and the global economy—and the opportunities and challenges that may lie ahead.

Identity theft compromises the personal data of millions of Americans every year. Please join Blue Heron Financial Group alongside Eugenia Wright, AARP’s Senior Advisor in Integrated Communications, as we discuss steps you can take to minimize your online risk and protect your sensitive data from cyber-attacks.

Estate and trust planning isn’t just for retirees. Planning for your estate is very important to your financial plan, and has a major impact on who receives your assets upon death and who will control the process of handling your estate. During this presentation, we will discuss trusts, powers of attorney, living wills, final wills and testaments, so that you’ll be informed about all the estate planning essentials.

Welcome to our presentation Savvy Women, Smart Investors. Think of this as a sort of journey, where you’ll learn about key financial matters at each stage of your life and how to navigate them. Along the way, you’ll see the unique financial challenges we face as women, learn what questions to ask and be able to get help answering them. This isn’t about having all the answers. It’s about women’s financial awareness and confidence. By the time we’re done, we’re really hoping to boost yours!

Proudly presenting LPL Research Midyear Outlook 2020: The Trail to Recovery, with investment insights and market guidance for the rest of 2020, plus a special elections section. Please join us for a comprehensive presentation on the markets and the global economy – and the opportunities and challenges that may lie ahead.

LPL Research Outlook 2019 "FUNDAMENTAL: How to Focus on What Really Matters in the Markets" is filled with investment insights and market guidance for the year ahead.

October is National Financial Planning Month, a time to reflect on your strategy for today’s financial goals, as well as tomorrow’s. Whether you’re just getting started or reviewing and updating a plan put into place years ago, Blue Heron Financial Group hopes you will consider the following when thinking about your financial roadmap.

Today, a college education costs more than ever. But there are ways to make it more affordable. This video offers tips and information that can help you fund higher education for your family.

Presenting the LPL Research Midyear Outlook 2018: The Plot Thickens, packed with investment insight and market analysis to guide you through all the action we may see in the year ahead.

Eat your greens, get plenty of rest, stay active, and drink lots of water. All of these are great recommendations that you’ve probably heard from your doctor about your physical wellness. But what about staying healthy, financially? In honor of March being Women’s History Month, we thought we would dedicate this blog post to some best practices for being financially fit women.

Jewelry, a box of chocolates, or a dozen roses. When thinking about the best gift you can give your loved ones this Valentine’s Day, Long Term Care insurance (LTCi) probably didn’t cross your mind. Maybe you don’t think you’ll ever need long term care or maybe your plan is for family members to provide your care. Our hope is that after reading, you’ll reflect on how you and your loved ones could benefit from having Long Term Care insurance in place.