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
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Second marriages are a trigger event to revisit any existing estate strategies.
There are ways to improve your physical fitness without denting your fiscal fitness.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The latest trends in travel reflect a rich menu of exciting new possibilities.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What does your home really cost?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learn how to harness the power of compound interest for your investments.