Investment & Insurance Planning Services, LLC

Investment & Insurance Planning Services, LLC Managing Your Assets, Maximizing Your Future We also partner with other financial institutions on a case-by-case basis.

At Investment & Insurance Planning Services, we partner with LPL Financial to provide custodial and supervisory services to our firm and many of our client accounts. You can rest assured that no matter what your funds will be held with highly-rated financial institutions. As a CERTIFIED FINANCIAL PLANNER™, we pride ourselves on being independent and fee-based. This allows us to work with you to fi

nd the financial plan that best meets your unique needs, rather than being limited to one company's products and services. We believe that this focus on your individual goals and interests is the key to a successful financial future. Together, we can explore all of the options available to you and work toward pursuing your financial goals. Our mission is to earn your trust and confidence through our expertise and commitment to excellence. Our mission is to help clients pursue their financial goals and make the process as easy as possible. That's why our all-inclusive process combines the best of financial planning and investment management. You'll receive a personalized plan designed to suit your needs, as well as investments that are tailored to your plan goals. To learn more about Investment & Insurance Planning Services, please visit https://www.davidblountiips.com/

Trump Accounts are a new savings option designed to help children begin investing early. They can provide a valuable hea...
07/20/2026

Trump Accounts are a new savings option designed to help children begin investing early. They can provide a valuable head start, particularly for children eligible for the federal government’s $1,000 contribution, but they may not always be the best place for a family’s additional savings.

Trump Accounts for Kids: Benefits, $1,000 Government Contribution & Alternatives

Scammers are using AI and impersonation tactics more than ever. Regarding internet fraud alone, the FBI reports receivin...
07/09/2026

Scammers are using AI and impersonation tactics more than ever. Regarding internet fraud alone, the FBI reports receiving more than one million online financial crime complaints in 2025, with losses totaling almost $20.9 billion — a 26% increase from 2024. Learn the warning signs and simple steps to help protect yourself. Learn more by clicking the link below.

Scammers are using AI and impersonation tactics more than ever. Regarding internet fraud alone, the FBI reports receiving more than one million online financial crime complaints in 2025, with losses totaling almost $20.9 billion — a 26% increase from 2024. Learn the warning signs and simple steps ...

After a quieter stretch in the IPO market, we are seeing more companies considering going public as we move through 2026...
06/18/2026

After a quieter stretch in the IPO market, we are seeing more companies considering going public as we move through 2026. A lot of attention is centered around a few well-known private companies in areas like artificial intelligence, technology, and space.

Some of the names you may have seen in the news include OpenAI, Anthropic, and SpaceX. These are companies many people already recognize. That alone has created a lot of curiosity about what it would mean to be able to invest in them.

Learn what potential OpenAI, SpaceX, and Anthropic IPOs could mean for investors, including key risks, pricing, and long-term planning.

Tax planning is one of those things that sounds boring until it saves you real money. And honestly, that’s the point. Mo...
06/02/2026

Tax planning is one of those things that sounds boring until it saves you real money.

And honestly, that’s the point. Most people think of taxes as a once-a-year event:

gather documents, send them to your CPA, file, and move on. But in reality, your tax return is more like a snapshot of your financial life, and snapshots can reveal a lot more than people expect.

That’s why we don’t just “look at” tax returns, we review them as part of a bigger planning process. Not to redo what your CPA already did, but to look for opportunities, mistakes, and strategies that can improve what happens next.

Here are a few real-world examples:

Learn how tax return reviews can reveal opportunities for retirement planning, Roth conversions, ACA tax credits, IRMAA strategies, and long-term tax savings.

By the time May rolls around, most people have already packed away their tax documents and mentally moved on. But here’s...
05/19/2026

By the time May rolls around, most people have already packed away their tax documents and mentally moved on. But here’s the reality. This is one of the most powerful months of the year to make meaningful financial progress.

Why? Because you now have real data from the first part of the year, and plenty of time left to adjust.

Let’s make it count.

By the time May rolls around, most people have already packed away their tax documents and mentally moved on. But here’s the reality. This is one of the most powerful months of the year to make meaningful financial progress. Why? Because you now have real data from the first part of the year, and ...

To cut through the noise, we reviewed five major 2026 outlooks from Vanguard, LPL Research, First Trust, Capital Group, ...
02/02/2026

To cut through the noise, we reviewed five major 2026 outlooks from Vanguard, LPL Research, First Trust, Capital Group, and Lord Abbett. While each firm has its own philosophy, there is remarkable overlap in the themes they highlight and a few important differences worth understanding.

Here is what investors should know as they plan for the year ahead.

As we head into 2026, investors are coming off several strong but volatile years. Inflation has cooled from its peak, interest rates appear closer to neutral, and artificial intelligence has reshaped both markets and the economy faster than most expected.To cut through the noise, we reviewed five ma...

Big changes are coming to retirement plan catch-up contributions in 2026 under the SECURE 2.0 Act. Here’s what you need ...
01/20/2026

Big changes are coming to retirement plan catch-up contributions in 2026 under the SECURE 2.0 Act. Here’s what you need to know to stay compliant and maximize your savings.

What High-Income Earners and Ages 60–63 Need to KnowBig changes are coming to retirement plan catch-up contributions in 2026 under the SECURE 2.0 Act. Here’s what you need to know to stay compliant and maximize your savings.1. Roth Requirement for Certain High-Income EarnersStarting January 1, 2...

Each year, the IRS adjusts key tax, retirement, and planning limits for inflation. The 2026 Important Financial Numbers ...
01/20/2026

Each year, the IRS adjusts key tax, retirement, and planning limits for inflation. The 2026 Important Financial Numbers guide provides a consolidated snapshot of these updates in one place.

Happy New Year! We hope that you had a great holiday season and want to wish you a happy, healthy, wealthy and wise 2026. Each year, the IRS adjusts key tax, retirement, and planning limits for inflation. The 2026 Important Financial Numbers guide provides a consolidated snapshot of these updates in...

The S&P 500 continues its impressive run, posting an 18.38% gain year-to-date, following 26.29% in 2023 and 25.02% in 20...
11/17/2025

The S&P 500 continues its impressive run, posting an 18.38% gain year-to-date, following 26.29% in 2023 and 25.02% in 2024.1 This marks only the second time in history the index has delivered three consecutive years of 20%+ returns — a feat last seen during the dot-com boom of the late 1990s.

Good Morning The S&P 500 continues its impressive run, posting an 18.38% gain year-to-date, following 26.29% in 2023 and 25.02% in 2024.1 This marks only the second time in history the index has delivered three consecutive years of 20%+ returns — a feat last seen during the dot-com boom of the lat...

The federal government shut down on October 1, 2025 after Congress failed to pass funding. You may be wondering how this...
10/16/2025

The federal government shut down on October 1, 2025 after Congress failed to pass funding. You may be wondering how this will affect your personal finances.

How to Prepare and Protect Your Budget

How the Markets Have Reacted in the Past

What You Should Do Now

The federal government shut down on October 1, 2025 after Congress failed to pass funding. You may be wondering how this will affect your personal finances. The good news is that most essential programs and services continue. Social Security, Medicare, and other mandatory benefits will still be paid...

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