No sales. No commissions. Period. If you seek a fee-only financial planner in Dallas/Fort Worth or a fee-only financial advisor in Atlanta who is making recommendations based on your needs and not what commission we can make, then you owe it to yourself to give us a call.Read More
Competence begins with extensive knowledge. Our financial advisors have completed rigorous coursework in all aspects of financial planning and have successfully achieved some of the most respected and difficult professional designations in the industry.Read More
With decades of experience, the team at Heritage Financial Planning has expertise working with clients from all backgrounds including executives, government leaders, physicians, attorneys, trust beneficiaries, entrepreneurs and those that go to work every day in their career of choice.Read More
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are a few things to consider when buying or leasing your next vehicle.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.