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Understanding Investment Risks and other Financial Considerations

Mar 1, 20248 min read

Understanding Investment Risks and other Financial Considerations

230

Flying High with JetBlue: How to Make the Most of Your Employee Stock Purchase Plan

Feb 28, 20248 min read

Flying High with JetBlue: How to Make the Most of Your Employee Stock Purchase Plan

510

Boost Your JetBlue 401(k) with a Personal Choice Retirement Account (PCRA)

Feb 28, 20247 min read

Boost Your JetBlue 401(k) with a Personal Choice Retirement Account (PCRA)

380

Commonly Overlooked Tax Deductions

David J. Blount, CFP®

Feb 26, 20244 min read

Commonly Overlooked Tax Deductions

960

How We Have Helped L3Harris Employees (2 Case Studies)

David J. Blount, CFP®

Jan 26, 20246 min read

How We Have Helped L3Harris Employees (2 Case Studies)

640

New Year Client Updates

David J. Blount, CFP®

Jan 24, 20243 min read

New Year Client Updates

240

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

David J. Blount, CFP®

Dec 6, 20235 min read

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

520

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

David J. Blount, CFP®

Nov 2, 202310 min read

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

430

See a Sample Financial Plan

David J. Blount, CFP®

Sep 14, 20236 min read

See a Sample Financial Plan

870

Tropical Storm Idalia

David J. Blount, CFP®

Aug 29, 20231 min read

Tropical Storm Idalia

440

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261 Plaza Dr, Suite B

Oviedo, FL 32765

(407) 542-3249

service@davidblountiips.com

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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