.png)
Join Our Weekly Commentary Email
Receive important news from Blue Heron, along with relevant content for your week with our email newsletter.
Sign Up NowLPL Account View
Access your secure online client portal to view investment account information on your computer, tablet or smartphone.
Account View LoginNewsletters
-
Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
-
How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
-
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
Calculators
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Lease Payment
How much would your monthly lease payment be?