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When most people think about improving their financial health, they often focus on saving more, investing wisely, or reducing debt. While those are all important, one simple habit is often overlooked: staying organized.
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Blogs & Videos
The Financial Benefits of Staying Organized
July 15, 2026Retirement Isn't a Number. It's a Transition
June 24, 2026
For decades, you've likely focused on building wealth, advancing your career, supporting your family, and accumulating assets. Retirement marks a shift from accumulation to distribution, from earning income to creating it, and from planning for the future to living the future you've spent years preparing for.
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What Recent Tax Changes Mean for You
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Tax legislation is constantly evolving, and recent updates have introduced a number of changes that may impact how individuals and families approach their financial planning. While headlines often focus on complexity, the reality is more practical: tax changes create both challenges and opportunities. The key is understanding how they apply to your situation and taking a proactive approach. Rather than getting lost in the details, here are the areas that may matter most.
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Financial Literacy Month: Clarity Drives Better Decisions
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Women's Wealth & Well Being Webinar
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Women's Wealth & Well Being Webinar
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Why Tax Planning Is a Year-Round Strategy. Not a March Panic
March 27, 2026
For many people, tax planning starts in late February and ends the moment the return is filed. But effective tax planning doesn’t happen in March. It happens all year long. When taxes are treated as a once-a-year event, opportunities get missed.
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Long-Term Care Planning: When to Start the Conversation
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Long-term care planning is one of those topics many people prefer to put off. But avoiding the conversation doesn’t make the reality disappear; it simply limits your options later.
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Why Your Financial Plan Should Be Reviewed at Least Once a Year
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Many people think of a financial plan as something you create once, put on a shelf, and revisit “someday.” But in reality, a financial plan is a living document, one that should evolve as your Life goals and the world around you change.
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How to Prepare Your Finances for a Strong Start in January
December 22, 2025
The start of a new year is a perfect opportunity to reset, refocus, and set your financial goals on track.
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Retain Your Brain
December 3, 2025
It’s understandable that we’re desperate for a quick fix to one of the greatest collective health fears we have: losing cognitive function. So, can we prevent, or at least slow, the aging of our brains? More and more research reveals a powerful message: we—not our genes—can have control over our cognitive health today and the destiny of our brains. Join us to learn about: - Why your brain may not be the same age as you - How brain health can affect your lifestyle and finances
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Year-End Tax Planning Strategies to Consider Before December 31
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Tax season may feel months away, but smart financial planning doesn’t wait until April. The end of the year is a critical time to review your financial picture and take steps to minimize your tax liability.
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One Small Step for Your Money, One Giant Leap for Retirement
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People often tell us they want to invest, but they don’t know how to get started. It’s a simple question, but beneath it lies a deeper one: “What is my first step toward a better future?” The challenge, of course, is that the future is unknowable. You can’t predict what life will be like in 10, 20, or 30 years, nor can you predict how you’ll react.
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Women & Wealth: Financial Planning Strategies for a Lifetime
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Women face unique financial challenges across their lifetimes, from career interruptions to caregiving responsibilities to longer life expectancies. But with thoughtful planning, women can create financial strategies that not only support their goals but also provide confidence through each stage of life.
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The One Big Beautiful Bill Act (OBBBA): What You Need to Know
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Because this new law is broad and complex, we're focusing on the key tax changes that are most likely to impact you. This isn’t a full summary, but rather a practical look at the updates that may affect your financial picture.
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Mid Year Outlook with Blue Heron & AllianceBernstein
August 13, 2025
Please join us as we discuss insights on today's economic and investment topics with guest speaker Walt Czaicki, CFA, Senior Investment Strategist—Equities at Alliance Bernstein. Walt will share perspective on the current economic landscape and outlook for 2025, including key drivers shaping the markets. He’ll cover major themes such as inflation, growth, labor trends, equity market dynamics, and shifting expectations around interest rates and fiscal policy.
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Mid-Year Financial Review: Are You on Track?
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As we hit the halfway point of the year, it's the perfect time to pause, reflect, and realign your financial goals. Just like a health check-up or car tune-up, a mid-year financial review can help you catch issues early, take advantage of opportunities, and ensure you're on track to finish the year strong. Here are some key areas to focus on during your self-check-in.
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Home Buying in 2025: Financial Considerations for Clients
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The housing market in 2025 is shaping up to be an exciting yet complex landscape for prospective homebuyers. With changing market dynamics, evolving mortgage rates, and inflation factors, now is the time for clients to carefully consider their financial options and long-term goals before making such a significant investment.
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May 29th- 529 Day: A Guide to Saving for College the Smart Way
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On May 29, we recognize 529 Day—a timely reminder of the powerful role a 529 plan can play in helping families save for education.
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Navigating Market Volatility This Spring: Staying on Track with Your Long-Term G
April 15, 2025
We know that money is personal, but it’s important to try to avoid reacting emotionally.
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Why Spring is the Perfect Time for a Financial Check-In
April 15, 2025
Spring is a season of renewal—a time to declutter, refresh, and refocus. While many people associate spring cleaning with their homes, it’s also a great opportunity to check in on your financial goals. Whether you're saving for a major milestone, planning for retirement, or simply looking to improve your financial health, revisiting your financial plan now can help keep you on track for the rest of the year.
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Blue Heron Financial Group - Outlook Webinar with JP Morgan 2025
March 4, 2025
Please join us as we discuss insights on today's economic and investment topics with guest speaker Stephanie Aliaga, Global Market Strategist on the J.P.Morgan Asset Management Market Insights Team based out of New York. Using J.P. Morgan Asset Management's Guide to the Markets, Stephanie will share thoughts on the current economic landscape, outlook for 2025, discuss key drivers and trends taking place in the markets.
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The Importance of Estate Planning: Preparing for the Unexpected
February 24, 2025
When it comes to securing the future of your family, business, and legacy, estate planning is one of the most critical components of a well-rounded financial strategy. Too often, people associate estate planning only with distributing assets after death, but it’s about much more than that. It’s about ensuring that your wealth is protected, your wishes are honored, and your loved ones are provided for—both now and in the future.
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Preparing for the 2025 Tax Season
January 23, 2025
Tax season is just around the corner, and for many, it can feel like a whirlwind of paperwork, deadlines, and last-minute scrambling. However, with a proactive approach and the right strategies, you can turn a potentially stressful time into an opportunity to optimize your finances.
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How to Avoid Holiday Spending Pitfalls and Stay on Budget
December 17, 2024
The holiday season is a time for celebration, connection, and giving—but it can also lead to some serious financial stress if you're not careful. While it might seem simple - from buying gifts and traveling to hosting family gatherings, it’s easy to overspend and derail your long-term financial goals. But with a little planning and mindful spending, you can enjoy the season without sacrificing your financial health.
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Financial Planning for the Sandwich Generation: Balancing Support for Parents an
December 3, 2024
As a member of the "Sandwich Generation," you’re likely balancing the financial demands of raising children while also supporting aging parents. This can be a unique challenge, and it requires a thoughtful approach to ensure that you’re building a solid financial foundation for your family while still planning for your own future.Here are some thoughtful strategies to help you navigate this complex stage of life, with a focus on retirement, healthcare, and education plannin
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Financial Tips for New Parents: Setting Your Family Up for Success
October 25, 2024
Bringing a new baby into the world is an exciting time, but it also comes with many financial considerations. By taking some proactive steps, you can ensure your family’s financial foundation is strong, both now and in the future.
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Medicare Basics & Updates for 2025 with Emily O'Halloran
October 22, 2024
Whether you are already on Medicare or will be transitioning to Medicare in the next few years, we invite you to join our Medicare Educational Webinar with guest presenter, Emily O'Halloran.
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How the Upcoming Election Could Impact Your Financial Plans
October 2, 2024
As the U.S. presidential election approaches, many are considering how the outcome might impact their financial plan. The policies and decisions of the new administration could have significant implications for various aspects of personal finance.Here’s a look at how the election could potentially impact your financial plans and what you can do to prepare.
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Essential Estate Planning Tips for High Net-Worth Individuals
August 28, 2024
Effective estate planning is crucial for high-net-worth individuals who aim to protect and preserve their wealth for future generations. A well-structured estate plan not only minimizes taxes and avoids legal pitfalls but also ensures that your wishes are honored and your legacy is secured.
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BHFG Market Update: Dr. Quincy Krosby, Chief Global Strategist
July 18, 2024Dr. Quincy Krosby is LPL Financial’s Chief Global 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.
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Your Mid-Year Financial Checkup: Strategies for a Strong Finish to 2024
July 17, 2024
As we reach the halfway point of 2024, it's the perfect time to conduct a thorough mid-year financial check-in with yourself This crucial checkup can help to make sure you're on track to meet your financial goals and set the stage for a successful second half of the year. Here are some key strategies to help you maximize your mid-year financial checkup and finish 2024 strong.
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Social Security, Get What's Yours
July 17, 2024You are expecting retirement income from your Social Security. But a lot of factors can determine how much you will receive. And the more you know, the better prepared you are to make the right choices.
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Estate Planning- The Basics You Should be Thinking About
June 27, 2024
While many find it anxiety-provoking to think about, creating a legally binding plan to distribute your assets after your death ultimately provides you with peace of mind. You can rest easy knowing that your wishes will be carried out as you have requested.
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Smooth Sailing: Navigating 'The Money' Conversation with Your Significant Other
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Let’s talk about several strategies you can use to help guide your conversations and why having meaningful discussions and ensuring you each have a stake in the game will not only make you stronger financially but as a couple as well.
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Savvy Women, Smart Investors by Blue Heron Financial Group
May 16, 2024Your financial decisions today help set you up for a confident future. In this webinar, we'll cover financial matters relevant to you and how to balance current needs and long-term goals, like retirement and caring for loved ones. You'll leave equipped with the knowledge and confidence to take your financial journey- wherever you may want to go.
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Tackling Long-Term Care Needs
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It can be hard to think about and bring up to family members in conversation, but long-term care is an important need to prepare for as a part of your overall financial plan.How much care could you potentially need? On average, women will need 3.7 years of care, and men will need an average of 2.2 years. (source: horsesmouth) Approximately half of people turning age 65 will require some type of paid long-term care in their lifetimes.While planning is crucial to ensure you and your loved ones are
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Peering into 2024
March 2, 2024
What are we expecting from the markets in 2024? Let's take a look.
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Blue Heron Financial Group Outlook 2024- A turning point
March 2, 2024
We're proudly presenting LPL Research's Outlook 2024: A Turning Point, as our guide to the first half of 2024. Please join us for a comprehensive presentation on the markets and the global economy- and the opportunities and challenges that may lie ahead.
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My Money or Our Money?
February 16, 2024
Some couples face a difficult (and sometimes awkward) question when they decide to tie the knot: Should they combine their finances, keep them separate, or do a little of both?
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Why an Estate Plan is a Crucial Piece of Your Financial Plan
February 16, 2024
While many find it anxiety-provoking to think about, creating a legally binding plan to distribute your assets after your death ultimately provides you with peace of mind. While we encourage you to sit down with a legal professional, we also want to provide some general guidelines you can think through independently. Estate planning is a complex field, but a general outline can clear up some of the mystery.
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Blue Heron Financial Group - Social Security: Get What's Yours
December 22, 2023
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. * Know your benefit *Understand your options * Create a plan that fits your situation
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What is Your True Net Worth?
December 5, 2023
So what is your true net worth? This is a tough question with a lot of moving parts.
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Wealth Strategies While Building a Family
December 5, 2023
This article discusses steps that parents can take to build wealth while raising a family.
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Blue Heron Financial Group - Long Term Care Insurance
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Planning for Long Term Care. The goal of this presentation will be to: - Recognize the need to plan for long-term care, well before you need it -Increase awareness of how a long-term care event impacts your loved ones -Learn about some of the options that can help mitigate the risks of long-term care and instill a sense of confidence about your future.
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Blue Heron Financial Group and MP Group - Medicare Basics
October 19, 2023
If you will be transitioning to Medicare in the next 6-12 months, we invite you to join our Medicare educational webinar, Medicare Basics, on September 28th at 11:30AM. Emily O' Holloran, a local Medicare insurance agent representing Medicare Portal, will be our guest presenter for the event.
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Procrastination Is the Biggest Barrier to Estate Planning
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The pandemic raised awareness about the importance of having a will, living trust, and other end-of-life documents. Still, only one in three American adults actually have a will or living trust.
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Prepare for Unexpected Expenses with Ready Cash
October 19, 2023
We don’t know what’s right around the corner, but it could be a car wreck, job loss, natural disaster, or another kind of emergency with the potential to put us in a debt-crisis situation. Preparing for emergencies by ensuring we have access to “ready cash” can give us peace of mind—and the potential for a good night sleep.
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Blue Heron Market Update with Dr. Quincy Krosby, Chief Global Strategist at LPL
August 18, 2023
Dr. Quincy Krosby is LPL Financials Chief Financial 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.
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Gone Phishing Fraud Protection with AARP
June 20, 2023
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.
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Savvy Women Smart Investors
May 4, 2023
Your financial decisions today help set you up for a secure future. In this webinar, we’ll cover financial matters relevant to you and how to balance current needs and long-term goals, like retirement and caring for loved ones. You’ll leave equipped with the knowledge and confidence to take your financial journey — wherever you may want to go.
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Social Security: Get What's Yours
February 17, 2023
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.
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JP Morgan's Market Update and Outlook
December 21, 2022
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.
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Getting the Most from Medicare Benefits
December 21, 2022
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.
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Market Update with LPL's Chief Equity Strategist, Dr. Quincy Krosby
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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.
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Estate Planning Webinar
June 8, 2022
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.
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LPL Research Outlook 2022: Passing the Baton [Video]
March 8, 2022
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.
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Retiring the Age Old Story [Video]
January 28, 2022
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.
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LPL Midyear Outlook with Guest Speaker, Ryan Detrick, Chief Market Strategist
September 1, 2021
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.
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The Basics of Estate Planning [Video]
July 13, 2021
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.
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Midyear Outlook 2020: The Trail to Recovery [Video]
August 26, 2020
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.
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Outlook 2019: How to Focus on What Really Matters in the Markets
December 31, 2018
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.
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Make the Most of National Financial Planning Month
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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.
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Paying for College 101
August 22, 2018
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.
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The Plot Thickens: LPL Research Midyear Outlook 2018
July 16, 2018
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.
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Best Practices for Being Financially Fit Women
March 20, 2018
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.
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Long Term Care Insurance: The Best Gift to Give Loved Ones This Valentine’s Day
February 14, 2018
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.
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