Blog

So you want to buy a dental practice?

There comes a time in the career of a young dentist when it’s time to get your own practice.

Plenty in the bank for retirement? Let’s make sure you keep it!

Last week I discussed strategies for people approaching retirement age who don’t have enough money in the bank. Today I will consider a much happier situation: people who have amassed plenty for retirement.

Planning for retirement when you’re young

Most of the people who come in to talk about retirement are already middle aged, and the end of their careers are looming within the next decade or so. Sometimes they’re well prepared, but more often they’re not.

When should I start drawing Social Security?

You are eligible to start drawing Social Security as soon as you turn 62, but this doesn’t mean you necessarily should. By waiting a few years, you will get a highly monthly payment and potentially more total income.

So how do you decide? First off, look at how much you are bringing in without Social Security.

Is it time to sell off your stocks?

The stock market is high, so should I sell?

This is a reasonable question, and one we field every day. The Standard & Poor’s 500 index has grown almost 200% percent since hitting bottom in early 2009, and people want to know if it’s time to be a bull or a bear?

Inheriting money wisely: What to do with IRAs, 401(k)s and similar plans

We have begun an enormous transfer of wealth between generations, and chances are pretty good it will affect you.

Inheriting money wisely: What to do with stocks and real estate

Baby Boomers are coming into a vast piece of wealth, in the form of inheritance from their parents’ generation.

You are not a financial stereotype, and you shouldn’t be treated like one

Who do you suppose you are to your financial advisor? Chances are you are less a person than a type.

Maybe you’re the corporate manager who takes risks. Maybe you’re the single parent struggling to build a college fund. Maybe you’re the middle-aged couple who must take care of ailing parents. Whatever the details, what you are not is a unique individual.

Saving for a child who may not go to college

One of your primary responsibilities when you welcome a child into the world is preparing them for adulthood. Of course you feed them, clothe them and house them. You make sure they have a good education, and you instill them with a solid sense of right and wrong.

Hands-on approach helps make you happier with your investment strategy

At Heritage Investors, we believe you should spend your time enjoying life, not worrying about your investments. To help ensure that you are confident with your investment strategy, we focus heavily on collaboration, education, and regular contact.

 

Heritage Investor, LLC is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA/SIPC. Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor. The Representative associated with this site is registered to conduct business in the following states: TN, GA, FL, WV, MI, OK, VA

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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