True Blue Financial, Registered Investment Advisor

Securities offered through LPL Financial. Member FINRA & SIPC. Investment advice offered through True Blue Financial, a registered investment advisor.

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

Happy 529 Day!

May 29 is dedicated to highlighting the value of 529 college savings plans.

These accounts are designed to help families invest in education in a tax-advantaged way, making long-term goals like college and career training more accessible.

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

Remembering those who gave everything for our freedom this Memorial Day 🇺🇸

Their sacrifice is the reason we’re able to plan, build, and invest in our futures today. We honor their legacy with gratitude.

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

Happy International Nurses Day!
💙💉🏥🌟

Today we’re celebrating all the incredible nurses who show up every day with compassion, strength, and dedication. The care you give makes a difference in more lives than you’ll ever know.

Thank you for everything you do!

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

While declines can feel unsettling, it happens when investing. Historically, markets rebound and still deliver positive returns most years—even in volatile periods like 2026.

At True Blue, we’ll guide you through these variations so you stay confident in your financial future.☀️

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

Happy Earth Day!🌎️

Whether you're enjoying the fresh air, planting some spring flowers, or picking up a piece of litter or two, take some time today to give the planet a little extra care.💚

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

Some of our team had the opportunity to attend the Michigan Lutheran High School gala this past weekend.

It was a great reminder of the importance of community and investing in the next generation!

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

We hope to see you at our Stevensville office for Shred Day tomorrow from 11am-4pm!💙

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

🏀 It's March Madness Championship Day! 🏀

The final game is here, and every move counts — on the court and in your finances.

Smart planning, saving, and investing can help you take your money all the way to the championship. 💰📊🏆

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

He is Risen!

Today we celebrate the resurrection of Jesus Christ, a reminder of hope and the power of renewal.

May this Easter bring joy, peace, and light to your heart and home. 🌸🐣✨🥚🌷

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

Feeling baffled by the US tax code? You’re not the only one.

Discover where your tax knowledge stands compared to others in this Tax Foundation study: https://t.co/NSx19UNpGH

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

Is retiring at 65 becoming a fantasy? Let us help.🌿

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

Happy first day of spring!🌻

How perfect that this fresh start coincides with the International Day of Happiness. Check out some joys we cherish at True Blue.👉️

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

This St. Patrick’s Day, don’t rely on luck alone.🍀

The real pot of gold comes from smart planning, consistent saving, and wise investing.

Let us help you build a financial future that’s more strategy than chance.

Happy St. Patrick’s Day from all of us at True Blue Financial!

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

A reminder for our clients:

You can still make IRA contributions for 2025, but don’t delay. Contributing now could lower your taxable income, strengthen retirement savings, and provide peace of mind.

If unsure about where or how much to contribute, reach out to us today!

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

In our office we're proud to have 2 female CFPs and 3 female CPAs- talk about girl power!

Happy International Women’s Day to all the strong, inspiring women out there.💙

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

Longer evenings, more sunlight, and the feeling that spring is just around the corner is finally upon us. Don't forget to change your clocks this weekend!🌷

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

Happy Birthday, Kate! 🎂

Thank you for being such an important part of our team. Your contributions don’t go unnoticed, and we’re grateful to celebrate another year with you. Here’s to a fantastic year ahead!🎉

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

Spring spending adds up fast 🌷✈️🏕️
Travel. Outdoor gear. Home repairs.

Create a seasonal budget now so you can enjoy it stress-free later. Small savings today = bigger adventures tomorrow.

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

High earners (over $150k) must now use Roth dollars for additional 401k or 403b catch-up contributions when turning 50.

If your employer's plan lacks a Roth option, your savings may be restricted. Let's ensure your plan still fits your needs before it's too late to adjust.

[True Blue Financial, Registered Investment Advisor @TrueBlueFinUSA]

Happy Birthday, Christy!🎉

We’re thrilled you’re part of the team and hope your year ahead is full of exciting opportunities and big wins. Enjoy your special day!🎂