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Articles of Interest

A Decision Not Made Is Still a Decision

Submitted by Blue Chip Financial on January 12th, 2023

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is better than no decision at all."

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End-of-the-Year Money Moves

Submitted by Blue Chip Financial on November 1st, 2022

What has changed for you in 2022? This year has been as complicated as learning a new dance for some. Did you start a new job or leave a job behind? That's one step. Did you remarry? There's another step. Did you retire? That's practically a pirouette. If notable changes occurred in your personal or professional life, you might want to review your finances before this year ends and 2023 begins.  Seeking to have all the right moves in 2022 might put you in a better position to tango with 2023.

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Managing Probate When Setting Up Your Estate

Submitted by Blue Chip Financial on October 10th, 2022

What can you do to help your heirs?

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5 Retirement Concerns Too Often Overlooked

Submitted by Blue Chip Financial on September 13th, 2022

Baby boomers entering their “second acts” should think about these matters.

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Understanding Your True Risk Tolerance

Submitted by Blue Chip Financial on August 30th, 2022

The recent stock market volatility, the bear market, the ever-growing inflation rate, and ongoing supply issues have taken a severe toll on the American psyche. For some, it has forever altered how they perceive and manage risk.
Understanding your risk tolerance is considered one of the most important elements of investing.

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Family Business vs. Family Boundaries: Drawing the Line

Submitted by Blue Chip Financial on August 30th, 2022

Family businesses have been at the core of America’s wealth creation for centuries. Founders take a leap of faith to launch their business, often risking everything they have and spending their waking hours hoping to realize their vision. Some will achieve success, but with success comes a new host of challenges, like balancing the demands of family life and business needs.

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Financial Planning for Young Professionals

Submitted by Blue Chip Financial on August 30th, 2022

Your 20s are often seen as a true coming of age when financial responsibility opens up the possibility of turning your dreams into reality. You’re settling into life after university, paying off debts, and starting to really define who you are as a person. But with bills, rent, keeping up social appearances, and other pressures, financial planning is often pushed to the side.

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Required Minimum Distributions 101 - Understanding mandatory retirement account withdrawals.

Submitted by Blue Chip Financial on August 2nd, 2022

If you are approaching your seventies, get ready for required minimum distributions. You may soon have to take RMDs, as they are called, from one or more of your retirement accounts. 

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Getting Disability Income


Submitted by Blue Chip Financial on July 11th, 2022

Here are the facts about applying for SSDI and SSDI benefits.

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Talking to your Aging Parents about Finances

Submitted by Blue Chip Financial on June 9th, 2022

For many families, finances are rarely discussed in detail, even as children mature into adulthood. But as your parents age, especially if they live into their 80s and 90s, there's a chance that they may lose their cognitive function and be less capable of managing various tasks. This can be upsetting for some parents and they may try to fight it, or deny that it’s happening.

While you may encounter some resistance, it’s important to talk to your parents about their finances and work through potential issues they may face as they age. Waiting until past due notices start piling up, or worse, your parents fall prey to a scam, can make life more difficult for everyone. Preparing now to try to prevent these problems is easier than trying to pick up the pieces after everything falls apart. Once your parents understand that you’re coming from a place of love and understanding, they will slowly come around.

Here are some suggestions for preparation steps you can take right now.

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