Heritage Financial

Guiding middle class millionaires on their journey to becoming confident retirees.

[Heritage Financial @HeritageFinPart]

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[Heritage Financial @HeritageFinPart]

Determining what age to begin claiming your Social Security benefit can be a big decision. Do you claim early at age 62? Take it at your full retirement age? Or delay until age 70? Our new resource can help you decide what’s right for you.

https://t.co/g5ofvOwTiJ.

[Heritage Financial @HeritageFinPart]

A good first half historically has typically been followed by an above-average second half.
But could that happen this year? Learn more in the Weekly Market Commentary.

https://t.co/m72J64bKOh

[Heritage Financial @HeritageFinPart]

Estate planning can be complicated. We’ve broken it down into simplified steps that you can take to protect your heirs and make sure your assets are distributed based on your wishes.

https://t.co/qyk5pfSCSD..

[Heritage Financial @HeritageFinPart]

Have you chosen a trustee for your estate plan? Learn more about what this important role requires and how you can pick the right person for the job.

https://t.co/zNl9AeRKWB

[Heritage Financial @HeritageFinPart]

Revocable living trusts can be a powerful tool in estate planning. Get the information you need in our on-demand webinar. Watch it now: https://t.co/HJSrbjMlfQ..

[Heritage Financial @HeritageFinPart]

The amazing bull market continues, and 2024 is turning into one of the better starts to a year ever. What could happen next? Learn more in the Weekly Market Commentary.

https://t.co/pm2bNgCFwA

[Heritage Financial @HeritageFinPart]

You may be mentally prepared for retirement, but would you be OK financially if you were to retire today? Find out if you’re ready for retirement by answering these six questions:

https://t.co/f5j14UhCvw

[Heritage Financial @HeritageFinPart]

There’s a lot more to retirement planning than setting up a 401(k). Find out about the top four obstacles that could derail your finances in retirement and how you can avoid the potential pitfalls.

https://t.co/veYweYpE1J

[Heritage Financial @HeritageFinPart]

The majority of American retirees are more afraid of running out of money than they are of death. Learn how you could avoid outliving your retirement funds with these three simple methods.

https://t.co/BhIMdmtEUF..

[Heritage Financial @HeritageFinPart]

Today, we honor #Juneteenth, a pivotal moment in our nation’s history that marks the end of slavery in our country. This day reminds us of the enduring spirit of resilience, the quest for justice and the power of freedom.

[Heritage Financial @HeritageFinPart]

The rally has continued, with the S&P 500 higher seven out of the last eight weeks after pulling back in April. What could happen next? Find our short- and long-term views in the Weekly Market Commentary.

https://t.co/vu2TtqKG0n

[Heritage Financial @HeritageFinPart]

Happy Father's Day from Heritage Financial! Thank you for all you do, dads. Here's to a day filled with joy, appreciation, and well-deserved relaxation. #FathersDay

[Heritage Financial @HeritageFinPart]

Confused over how much your household can save in Roth and traditional IRAs each year? Our quick and easy-to-use calculator can help you identify your annual IRA contribution limits.

https://t.co/bigFm62ZuZ

[Heritage Financial @HeritageFinPart]

Required minimum distribution rules can be complex, and many factors determine when the rules actually affect you. We break down the basics you need to know in our latest blog.

https://t.co/poZYi2FTib

[Heritage Financial @HeritageFinPart]

Could a Roth IRA conversion be right for your retirement planning and financial goals? Learn how and when to incorporate this strategy into your planning.

https://t.co/h7EMgEdx8f

[Heritage Financial @HeritageFinPart]

Another week and more new highs for the S&P 500. Summer rallies are quite normal in an election year. Could anything disrupt the rally this year? Find out in the Weekly Market Commentary.

https://t.co/SqSVNFZa8e

[Heritage Financial @HeritageFinPart]

You may never be emotionally “ready” to send your child off to college, but are you financially prepared? Take our quick quiz to gauge your ability to help pay for your child's college expenses.

https://t.co/VBrjqgkxNU

[Heritage Financial @HeritageFinPart]

How could the presidential election affect the market and economy? We’re sharing historical data to help you understand the possibilities.

https://t.co/0CXRAvCTvA

[Heritage Financial @HeritageFinPart]

The Corporate Transparency Act went into effect on January 1. If you own a business, you may be required to comply with new regulations. Find out what you need to know.

https://t.co/z3zHFiJL9C