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Make Every Dollar Count: Tips to Help Enhance Your Charitable Giving

David J. Blount, CFP®

4 days ago
5 min

Make Every Dollar Count: Tips to Help Enhance Your Charitable Giving

200

Don’t Let 2024 Catch You Unprepared: Review Your Financial Plan

David J. Blount, CFP®

Nov 2
10 min

Don’t Let 2024 Catch You Unprepared: Review Your Financial Plan

230

See a Sample Financial Plan

David J. Blount, CFP®

Sep 14
6 min

See a Sample Financial Plan

510

Tropical Storm Idalia

David J. Blount, CFP®

Aug 29
1 min

Tropical Storm Idalia

290

Top 10 Ways to Efficiently Save Money on Your Taxes

David J. Blount, CFP®

Aug 10
8 min

Top 10 Ways to Efficiently Save Money on Your Taxes

780

Case Studies: L3Harris Employees We’ve Helped

David J. Blount, CFP®

Jun 30
7 min

Case Studies: L3Harris Employees We’ve Helped

340

Rolling Your Old 401(k) Account Into an IRA

David J. Blount, CFP®

Jun 14
7 min

Rolling Your Old 401(k) Account Into an IRA

400

How to Preserve Your Wealth in a Volatile Market

David J. Blount, CFP®

May 22
8 min

How to Preserve Your Wealth in a Volatile Market

360

401(k) Investing Demystified for JetBlue Pilots and Crew Members

David J. Blount, CFP®

May 1
7 min

401(k) Investing Demystified for JetBlue Pilots and Crew Members

440

How Much Do I Need to Retire Comfortably?

David J. Blount, CFP®

Mar 23
6 min

How Much Do I Need to Retire Comfortably?

730

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(407) 542-3249

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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