Blue Chip Partners

06/01/2026

How much life insurance do you really need? 🤔

The answer isn't always as simple as picking a number or following a rule of thumb. Your coverage needs can depend on factors like income replacement, outstanding debts, future expenses, and your family's long-term goals.

In our latest blog, we break down some of the key considerations that can help you evaluate whether your current coverage aligns with your needs.

📝Read it here:

Life insurance can be an important part of a comprehensive financial plan, but the details can be overlooked, misunderstood, and confusing to consumers.

05/29/2026

Life insurance can feel complicated — but it doesn’t have to be.

In this Blue Chip Chat, we break down:
✔️ Term vs. permanent insurance
✔️ How coverage needs change over time
✔️ Common red flags consumers should watch for
✔️ Why life insurance decisions should fit into your broader financial plan

🎥 Watch the full conversation here: https://hubs.li/Q04jlKWT0

Learn more about how insurance, retirement, tax, and estate planning fit together: https://hubs.li/Q04jlQ4P0

05/26/2026

Not all life insurance is the same 💡

▶️ Watch this Blue Chip Clip for a quick look at term vs. permanent, and how to think about the difference.

Have questions about which coverage could be right for you? https://hubs.li/Q04hSPbg0

05/22/2026

🌍 Markets have been reacting to a wide range of developments lately.

In the latest episode of Blue Chip NOW!, we discuss several factors that may be influencing markets, including:
📈 Oil and inflation trends
📉 Interest rate expectations
🤖 AI-related market enthusiasm
🌐 Global geopolitical developments

Listen now for perspective on the forces that appear to be driving markets today: https://hubs.li/Q04hCMJX0

Want to stay informed on the economic and market themes that may be shaping investor conversations? https://hubs.li/Q04hCLmJ0

05/20/2026

Meet Scott Foret, IAACP®, CEBS, CFP® 👋

In this video, Scott reflects on how his global experiences — from living abroad to meeting people across cultures — have influenced the way he connects with clients today. By taking the time to understand each client’s unique story, he helps build personalized plans that bring clarity and direction to their financial lives.

🎥 Watch here: https://hubs.li/Q04h9M_D0

Meet with an advisor today: https://hubs.li/Q04h9yCn0

05/18/2026

Last week, the Blue Chip team had the opportunity to volunteer with CARES in Farmington Hills, a local organization dedicated to providing food and support services to individuals and families in need throughout the community.

Our team spent time at the food pantry sorting and labeling donations, slicing bread, and assembling snack bags to help support CARES’ mission of serving local families with dignity and compassion.

In addition to volunteering our time, we also hosted a “Battle of the Suites” food drive across our office and were proud to collect 605 items — totaling 361 pounds of food — for the pantry. Blue Chip also donated $1,000 to help further CARES’ impact in the community.

We’re grateful for the opportunity to give back and support an organization making such a meaningful difference right here in our local community. 💙

Learn more about CARES and their mission: https://hubs.li/Q04gYJPd0

05/15/2026

Meet Naoko McKelvey, CFP®, AEP® 👋

In this video, Naoko shares how her natural instinct to care for others has shaped her path to financial advising. From supporting teammates and colleagues to building deep, personal relationships with clients, she reflects on how trust, connection, and understanding what truly matters guide the way she helps clients feel confident and at ease.

▶️Watch here: https://hubs.ly/Q04gMK-t0

📆Schedule a meeting with an advisor today: https://hubs.ly/Q04gMHDy0

05/14/2026

Are you giving to charity in an efficient way? 🤔

DAF vs appreciated stock vs cash… the differences matter.

▶️ Watch this Blue Chip Clip to learn more:

Want to see which option may fit best for your plan? https://hubs.li/Q04ghrXj0

05/13/2026

In this clip from our latest Blue Chip Chat, Cody VanderHagen, CFP® touches on why a financial advisor may recommend donating highly appreciated stock when giving to charity.

▶️Watch the full Chat here: https://hubs.li/Q04gd4w00

05/12/2026

Donor-advised funds (DAFs), appreciated stock, or cash? 💰

In our latest blog, we break down the considerations and potential benefits of each approach to help you make more informed decisions when donating to charity. 💛

📖 Read the blog: https://hubs.li/Q04gfhY30

Want to explore charitable giving strategies that align with your broader financial plan? https://hubs.li/Q04gflG_0