No sales. No commissions. Period. As a fee-only firm, we don’t get paid by outside vendors so we have no conflict of interest in our advice. If you seek a firm that 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
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
It sounds simple, but paying yourself first can really pay off.
Regardless of how you approach retirement, there are some things about it that might surprise you.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How will you weather the ups and downs of the business cycle?
Three things to consider before dipping into retirement savings to pay for college.
Why are 401(k) plans, annuities, and IRAs so popular?
If you died, what would happen to your email archives, social profiles and online accounts?
There’s an alarming difference between perception and reality for current and future retirees.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.