Blue Chip Financial
Dedicated to providing strategic wealth planning to individuals, families and business owners.
As a Registered Principal with LPL Financial, a registered investment adviser, I can help you define your long-term investment objectives and build a personalized investment portfolio designed with a goal to help achieve them. I recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle. If you would like any further information about fee-based
10/28/2020
As the US economy transitions from lockdowns—where 90% of Americans were under a stay-at-home order—to continued reopening, LPL assesses the state of American consumer confidence to spend despite the persistent COVID-19 outbreak.
LPL Street View: How Confident America Really Is Economic Blog As the US economy transitions from lockdowns—where 90% of Americans were under a stay-at-home order—to continued reopening, we assess the state of American consumer confidence to spen…
04/11/2020
Below is a helpful article that looks at important parts of the two emergency legislative packages passed in recent weeks, along with other rule changes aimed at self-employed workers.
Here’s What the Relief Packages Give Self-Employed Workers Tax credits for sick leave, expanded unemployment insurance, tax changes and more.
04/06/2020
While experiencing a major pullback in stocks is never a comfortable feeling, the recent market volatility does indeed present an opportunity for investors to assess their current portfolios in the context of their long-term plans. If you have any questions or concerns feel free to contact me.
Investing With Confidence For the Long Term Market Blog Experiencing a major pullback in stocks is never a comfortable feeling. In times like these, we believe it can be helpful to set aside the daily headlines and keep perspective of how st…
04/02/2020
Do you know, if you earn $75,000 or less, you could be eligible for a rebate from the federal government? Learn
more:
Coronavirus Tax Relief | Internal Revenue Service To explain the tax relief for those affected by coronavirus.
04/01/2020
The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees. Read about it here:
Key Provisions of the CARES Act Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.1
02/26/2020
While the coronavirus outbreak has caused weakness in the market, at times like these, it is important to remember that markets go both up and down. Read more here:
Coronavirus Pullback Continues | LPL Financial Research Coronavirus Pullback Continues
02/24/2020
If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared. And for those in their 40s and 50s, remember that it’s never too late to start saving for retirement. The most important thing is to just start.
Here are some tips for getting started:
Why Should I Think About Retirement Planning? If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it d...
01/30/2020
The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020.
Here’s a quick look at the maximum amounts you can put into retirement accounts this year:
New I.R.S. Contribution Limits The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020.
01/06/2020
As we all watch the situation with Iran, I wanted to share this research piece from LPL. Stocks have largely shrugged off past geopolitical conflicts and previous experiences have "indicated it may be unlikely to have a material impact on U.S. economic fundamentals or corporate profits". Read the details here:
What Mideast Escalation Means for Markets | LPL Financial Research Historically, stocks have weathered geopolitical events. LPL Financial Research continues to focus on economic fundamentals amid escalating Mideast tensions.
11/11/2019
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