Blue Heron Financial Group .

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1410 Forest Drive, Suite 30, Clock Tower Place Annapolis, MD 21403

Phone:

(410) 295-9220

Fax:

(410) 295-9224

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Newsletters

A Pension Strategy That May Boost Your Income

A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?

In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
HOT TOPIC: The Fed Finally Cut Interest Rates

The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
ISM Indexes Watch for Trouble on Both Sides of the Economy

Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.

More Newsletters »

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Northrop Grumman Credit Union and Blue Heron Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Blue Heron Financial Group, and may also be employees of Northrop Grumman Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Northrop Grumman Credit Union or Blue Heron Financial Group. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NY, OH, PA, PR, RI, SC, TX, UT, VA, WA, WI

Working With a Financial Professional Associated with a Financial Institution

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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