July 2020

Before You Claim Social Security

Submitted by Blue Chip Financial on July 23rd, 2020

A few things you may want to think about before filing for benefits.

Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first.

Making a Charitable Contribution

Submitted by Blue Chip Financial on July 10th, 2020

There are benefits and limitations when you decide to donate stock. Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.

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July 2020

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