What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
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Events on Wall Street
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
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What Our Kids Can Teach us About Saving Money
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
Now it's easier to contact Heritage Financial Partners, LLC.
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 101
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
HERITAGEFINANCIALPARTNERS.COM
What Do Your Taxes Pay For?
How much do you know about stocks?
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How Stocks Work
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
Did you know you can trade in an annuity or a life insurance policy without triggering a tax bill?
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What Is a 1035 Exchange?
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
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Where Is the Market Headed?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
HERITAGEFINANCIALPARTNERS.COM
What Our Kids Can Teach us About Saving Money
