Chris T. Heald

Retirement Money Man-Steady Cash Flow Planning

[Chris T. Heald @ChrisTHeald]

Owing to progress on inflation, we start 2024 with much more optimism than 12 months prior. Here's our recap of the December market and a look at what investors can expect in the year ahead. https://t.co/Wg8fCjgsFd

[Chris T. Heald @ChrisTHeald]

The markets responded with enthusiasm to lowering inflation and the potential end of the Fed's rate hikes, nearing or exceeding many headline indices' year-to-date highs. Read more in our November market recap. https://t.co/SuiSV07ceb

[Chris T. Heald @ChrisTHeald]

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[Chris T. Heald @ChrisTHeald]

Get busy living life, not just being busy. Read on for techniques and tools to control your time so it doesn't control you. https://t.co/kKvFjTtAhY

[Chris T. Heald @ChrisTHeald]

Whether you're a high-net-worth individual, a public figure or both, your life is complex. Discover steps you can take to help ensure your long-term planning protects the wealth you've worked hard to build. https://t.co/MqnXkBzklk

[Chris T. Heald @ChrisTHeald]

Navigating through the twists and turns of Social Security can be overwhelming. Here's a roadmap to help guide your way: https://t.co/o5X49ysk9C

[Chris T. Heald @ChrisTHeald]

8 ways to get creative with a 529 plan – to benefit you. https://t.co/mQJg18tZ31

[Chris T. Heald @ChrisTHeald]

Markets will be focused in on several global central bank policy rate meetings next week, including the FOMC meeting. See CIO Larry Adam's list of top takeaways for this week and other events next week to keep an eye on in the Weekly Headings Snapshot. https://t.co/Gw1UaJyzt1

[Chris T. Heald @ChrisTHeald]

Planning for estate is a complex and emotional process. A vital part of planning is to have open communication with your family and heirs to help make your wishes known. Here are a few tips to make the conversation as easy as possible. https://t.co/1qghAxg63Z

[Chris T. Heald @ChrisTHeald]

Making the transition from saving for retirement to spending those hard-earned savings can be tough. How do you handle the psychological side of spending those savings? Here are a few tips. https://t.co/6vIX5pv75l

[Chris T. Heald @ChrisTHeald]

You've likely heard this advice before: try keeping a journal to organize your thoughts. But where do you start and why is it important? Dig a little deeper with these tips and perks of journaling. https://t.co/LFIr8YjSPT

[Chris T. Heald @ChrisTHeald]

Even amid a volatile month, the strength of seven high-flying tech stocks has hidden how challenging the market has been for everyone else. Read more in the October market recap. https://t.co/gL4RHHKv6s

[Chris T. Heald @ChrisTHeald]

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[Chris T. Heald @ChrisTHeald]

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[Chris T. Heald @ChrisTHeald]

Maximize your benefits by debunking some common Social Security myths and misconceptions. https://t.co/IiHLOL9NQ6

[Chris T. Heald @ChrisTHeald]

Even if you're satisfied with your current plan, open enrollment presents a great opportunity to make sure you're getting the most out of Medicare. Make the most of open enrollment this year: https://t.co/Mqm2y23bTK

[Chris T. Heald @ChrisTHeald]

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[Chris T. Heald @ChrisTHeald]

While keeping in mind your long-term investment goals, meet with your advisor and coordinate with your tax professional to examine nuances and changes that could impact your typical year-end planning. https://t.co/Gvp4HEud1k

[Chris T. Heald @ChrisTHeald]

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[Chris T. Heald @ChrisTHeald]

With your business's success, it's only natural that you begin to look for ways to give back. Corporate giving will not only be personally fulfilling, but it also holds a number of benefits for your business. Consider how corporate social responsibility ca https://t.co/MNKdj6vm0p