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2025 Financial Planning Resource Kit

David J. Blount, CFP®

Dec 19, 20242 min read

2025 Financial Planning Resource Kit

62

Elections & LTCI Awareness

David J. Blount, CFP®

Nov 22, 20242 min read

Elections & LTCI Awareness

400

Hurricane Milton Preparedness and Recovery Resources

David J. Blount, CFP®

Oct 8, 20241 min read

Hurricane Milton Preparedness and Recovery Resources

290

Forewarned is Forearmed: Financial Scams to Avoid in 2024

David J. Blount, CFP®

Sep 26, 20243 min read

Forewarned is Forearmed: Financial Scams to Avoid in 2024

340

Navigating Investment Decisions in a Politically Charged Environment

David J. Blount, CFP®

Aug 26, 20243 min read

Navigating Investment Decisions in a Politically Charged Environment

900

Join Us at a Midyear Outlook Webinar

David J. Blount, CFP®

Jul 24, 20242 min read

Join Us at a Midyear Outlook Webinar

150

How to Sell Your Business and Pay As Little in Taxes As Possible

David J. Blount, CFP®

May 20, 20245 min read

How to Sell Your Business and Pay As Little in Taxes As Possible

380

Icahn and JetBlue: What’s Next for Pilots and Crew Members?

David J. Blount, CFP®

Mar 21, 20244 min read

Icahn and JetBlue: What’s Next for Pilots and Crew Members?

720

Retirement Planning Without a 401(k): Tips for 40-Somethings

David J. Blount, CFP®

Mar 13, 20245 min read

Retirement Planning Without a 401(k): Tips for 40-Somethings

260

How to Build Your Own JetBlue 401(k) Portfolio

Mar 1, 20245 min read

How to Build Your Own JetBlue 401(k) Portfolio

320

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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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