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Articles of Interest

Investing During Periods of Inflation

Submitted by Blue Chip Financial on May 14th, 2021

What does inflation mean for your investments?

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IRA Deadlines Are Approaching

Submitted by Blue Chip Financial on April 22nd, 2021

IRA Deadlines Are Approaching

Here is what you need to know.

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Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Submitted by Blue Chip Financial on April 13th, 2021

If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home equity might sound like a good idea, but is it actually a wise move financially? Here are some things to consider when making the decision to take out a reverse mortgage on your home.

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What Do I Do With All of This Money?

Submitted by Blue Chip Financial on February 3rd, 2021


Just because it’s a nice problem, doesn’t mean it’s not still a problem. Or put another way, it's a problem worth dealing with! 

 

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The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Submitted by Blue Chip Financial on February 3rd, 2021

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start. 

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2021 Limits for IRAs, 401(k)s and More

Submitted by Blue Chip Financial on November 16th, 2020

Numbers to know for the new year.

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.

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How and When to Sign Up for Medicare - Breaking down the enrollment periods and eligibility.

Submitted by Blue Chip Financial on November 16th, 2020

Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65. *1

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Election 2020: Biden’s Policy Initiatives - Potential Proposals and Their Legislative Requirements

Submitted by Blue Chip Financial on November 12th, 2020

Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to review what type of legislative support would be needed to pass certain proposals.

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What are Employee Stock Options, and why should I care?

Submitted by Blue Chip Financial on October 28th, 2020

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, there are potential benefits. In this article we are going to look at two things, first what exactly are employee stock options, and secondly why you may want to consider taking advantage of them.

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October Is Financial Planning Month

Submitted by Blue Chip Financial on October 8th, 2020

There are six areas of personal finance that are important to review. When training to become a financial professional, much of our course work centers on these six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to review those six personal finance areas.1

 

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