Blue Heron Financial Group

07/17/2026

Shopping around for a mortgage can save you money over the life of your loan. Don't just compare interest rates. Look at fees, closing costs, and the overall loan terms to get the full picture. Taking the time to compare multiple lenders can help you find the best fit for your financial goals.

Rate is the single-biggest cost of a mortgage. Learn where to look for the cheapest mortgages and the factors you can control to be sure you're getting the best mortgage rate.

07/13/2026

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07/10/2026

Consumer spending remains steady, even as people become more mindful about their budgets. While shoppers are focusing more on necessities and looking for value, retail sales are expected to continue growing this year. Staying informed about economic trends can help you make confident financial decisions for the future.

Low savings rates and higher gasoline costs imply a slowdown in spending at some point.

07/04/2026

From our team to your family, have a safe and Happy Independence Day!

07/03/2026

Happy 4th of July from your team at Blue Heron Financial Group! 🇺🇸

Wishing you and your loved ones a safe, happy, and memorable Independence Day!

Please note that our office will be closed on Friday, July 3rd in observance of the holiday. Have a wonderful holiday weekend!

06/29/2026

Invest in your future self. You'll be thankful you started today.

06/26/2026

Leaving too much money sitting in a regular savings account can actually hurt long-term financial growth because inflation slowly reduces its value over time.

While having emergency savings is important, experts suggest putting extra money to work through higher-yield accounts or investments instead of letting it sit untouched.

Leaving your money sitting in a savings account might seem safe, but it can quietly lose value, miss out on growth—or even risk being turned over to the state.

06/22/2026

Wishing all the dads and father figures a very Happy Father's Day.

06/18/2026

Our June Team Member of the Month spotlight is on Joanna St. Clair, RICP®, one of our team's financial advisors.

She may be the newest member of the team, but she joins us with over 30 years of experience in financial services.

Starting somewhere new is always a leap, but Joanna says she has been blessed to land at Blue Heron with a group that truly values people and relationships. Her goal as an advisor is to make finances feel less complicated and more empowering.

Outside of work, one of her happy places is out on the water kayaking. Joanna says it helps her slow down and stay grounded. She brings that same energy into how she works with clients: steady, thoughtful, and focused on what matters most to them.

If you're looking for someone who takes the time to listen, understand what matters most to you, and build a plan tailored to your goals, Joanna would love to connect.

Whether you're planning for the future, navigating a life transition, or simply looking for guidance, feel free to send Joanna a message or reach out anytime. She looks forward to getting to know you.