Income planning, tax planning, investment planning, estate planning, healthcare planning, and retirement accounts.
What keeps you up at night? Take 5 minutes and receive a FREE report providing you with guidance, direction, and a renewed sense of confidence about your future
In this FREE book, Linda Gardner helps you discover choices you may have and potential strategies that could help guide you confidently through your retirement.
If you've saved for retirement in an IRA 401(k) or other tax-deferred vehicle, you have a tax bill due in retirement. Use this FREE tool to find out the tax burden in your savings in seconds!
Statistics show that women are likely to live longer and are more likely to be single later in life than men. Financial independence is also the #1 concern for many women. This guide contains a few key action items you can take now to help create financial confidence in your retirement years!
A second opinion can bring so much value, whether it's a construction quote, doctors visit, or your retirement plan. Should you treat your life insurance and annuities similarly? This special report will help answer that question, as well as give you some key things to consider when it comes to your policies.
Have you started building a solid bridge to retirement? Don't build it on sand - make sure you have a solid foundation. Get your FREE guide today to help show you how!
Picture saving for your retirement as climbing a mountain - Mount Retirement! When you retire, you've reached the summit! But now what? Free fall, or controlled descent? This guide will walk you through 4 key questions to consider when planning to begin your descent down Mount Retirement!
Planning for retirement requires taking a serious look at future sources of income. Social Security and 401(k)/IRA distributions are one way, but there are other ways to create income!
What should you consider if you were to design your own home? You'll need a blueprint or initial design, and you'll probably want some personal touches added. Your fiscal house is no different!
What is long-term care? Do you think you will need it? If so, how long do you think you will need it? How much do you think it will cost you? How will you pay for it?
Have you heard about fixed index annuities, but unsure what they are? Are they suitable for you? This guide helps you understand the advantages and costs of fixed index annuities, and how they compare to other annuities.
Roth conversions have been the popular way to move money from tax-deferred to tax-free for some time, but the IRA-to-IUL strategy is quickly becoming just as popular. Could it work for you?
With increased government spending and rising debt, taxes could become a huge threat! How can you use the right tax bucket to set you free of the looming tax problems?
Have you started to plan for the retirement you want? If not, you don't want to plan for retirement on hope or a "what-if". This checklist is a great tool to get started, and will help get you moving on the right path to a more secure retirement!
We hope you'll never need it, but what if you need long-term care? Do you have a plan? Healthcare could be the one expense that makes or breaks your retirement. This guide will help walk you through important factors for planning for healthcare in retirement!
A perfect storm of financial factors related to caregiving and careers has created a looming retirement crisis; especially for women.
When people think of "estate planning", they usually think that it only applies if you have large sums of money. That's not true! A good estate plan not only takes into account your assets, but also can outline guardianship of minors or special needs children, disposition of real estate, and much more.
Have you thought about the impact that a careful retirement income analysis can have on your future? If your plan doesn't take expenses like healthcare into account, there's a good chance that you might not have as much available money for your retirement as you think!
Have you thought about the impact taxes could have on your retirement? Tax rates are bound to go up, and if you aren’t prepared, taxes could become your biggest expense in retirement.
Gathering all the information needed to hammer out a solid plan for your future is tedious, but it will ease your mind. Here are eight questions to help.
Access this special guide that lays out some easy-to-follow steps that could show you more choices and flexibility than you thought you had if you're facing a sudden layoff or employment change near retirement.
A long-term mentality is important when investing in the market, but if left unchecked, you could be subject to major volatility when the market drops. Are you prepared?
Content is provided for information purposes only and is not a solicitation to buy or sell any products. The information is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the needs of any individual situation. It is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional advisor. Investment advisory services offered through Brookstone Capital Management LLC, a registered investment advisor. Brookstone and Blue Heron Capital, LLC are independent of each other. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information. Ed Slott’s Master Elite IRA Advisor Group™ membership requires the advisor to pay fees for membership, attend training provided by Ed Slott and Company, pass semi-annual examinations and meet other membership requirements. Membership does not guarantee investment success and is not an endorsement. Blue Heron Capital, LLC is not a law firm and Linda Gardner is not an attorney. Linda Gardner and Blue Heron Capital are not affiliated with or endorsed by the Social Security Administration or any government agency.
To view our Privacy Policy, CLICK HERE
