Blue Heron Financial Group

08/31/2026

https://www.blueheronfinancialgroup.net/

08/28/2026

Paying off your mortgage before retirement can provide greater financial freedom and reduce monthly expenses. However, the right decision depends on your overall financial situation, retirement goals, and other priorities.

A well-balanced plan can help you enter retirement with more confidence and peace of mind.

Your decision will depend on several factors, such as your interest rate, the tax impact, your available deductions and your cash flow situation.

08/17/2026

Plan today with the future you want in mind.

https://www.blueheronfinancialgroup.net/

08/14/2026

An emergency fund gives you peace of mind when unexpected expenses come up. While investing can help your money grow, having cash set aside can keep you from relying on credit cards or loans during financial emergencies. Finding the right balance between saving and investing is key to a strong financial plan.

Should you invest your emergency fund? Learn the risks and benefits of growing your savings through investments while maintaining financial security.

08/07/2026

Raising children brings incredible joy, but it also has a big impact on your family's finances. Research shows that factors like homeownership, dual incomes, and long-term planning play a major role in building wealth while raising a family.

Understanding these trends can help parents make smarter financial decisions for the future.

The typical married couple with one or two kids is worth $270,000—but lose a partner, and that figure drops dramatically. Here’s what the Fed’s data reveals about how children and family structure reshape a family’s net worth.

07/31/2026

Happy Work Anniversary to Jessi! 🎉

Today we're celebrating 6 years with Jessi as part of the Blue Heron team! She’s an organizational powerhouse behind so much of what we do. From coordinating events to keeping our calendar on track, her attention to detail helps keep everything running smoothly. And if it's time to schedule your next review, chances are you've heard from Jessi with her friendly reminder!

She's also our unofficial Chief Caffeine Officer, making sure the coffee and Diet Coke is always stocked and ready to fuel the team.

Thank you, Jessi, for the hard work and the positive energy you bring to our team every day. We're so grateful to have you as part of the Blue Heron crew. Here's to many more years ahead! 💙