As part of our goal to provide education about the complexities of financial topics, we have been featured in many publications around the world. Below, are just a few of the articles we’ve had published in media outlets that you can click to read.
For more articles written by the team at Heritage Investors, visit our Financially Simple learning center.
2021
Stop the Revolving Door
—International Business Magazine, November 2021
Avoid These Four Causes of Small-Business Failure
—Forbes, October 2021
Amy Ahrens, COO & CFO, Investment Advisor Representative, CEPA, Heritage
—Industry Leaders, October 2021
Jeffrey Jeter, Director of Financial Planning Services, Heritage Investors
—Industry Leaders, October 2021
Justin Goodbread, Owner, Founder, CEO, Heritage Investors
—Industry Leaders, October 2021
Is Your Home as Protected as You Think? It’s Time for a Policy Review
—Kiplinger, October 2021
Retiring in Uncertain Times? Try the Bucket Strategy!
—Kiplinger, October 2021
Expert Insight for Beginner Rental Property Investors
—Money Geek, September 2021
Maximize Your Business’s Value Through Scalability
—Forbes, September 2021
10 Ways You Could Avoid the 10% Early Retirement Penalty
—Kiplinger, September 2021
Want to Pay 0% in Taxes? Here’s How
—Kiplinger, August 2021
Five Things You Need to Know if You Want to Build, Scale, and Prepare Your Business for a Lucrative Exit
—Authority Magazine, August 2021
Why You Need a Written Business Plan
—Forbes, July 2021
What’s So Great About Diversification?
—Kiplinger, June 2021
Five Things You Need to Create a Highly Successful Career as a Life or Business Coach
—Authority Magazine, June 2021
Paying Yourself as a Business Owner
—Forbes, May 2021
When Should You Begin Receiving Social Security?
—Forbes, April 2021
Five Business Takeaways From 2020
—Forbes, February 2021
2020
Why You Should Hire Your Opposite
—Thrive Global, January 2020
Justin Goodbread: Today’s Business Trailblazer
—Bitbean, March 2020
10 Successful People Share Their Strategies for Leading a Service-Based Business
—Entrepreneur Magazine, April 2020
How to Take Your Company from Good to Great
—Authority Magazine, November 2020
Justin Goodbread: Owner of FinanciallySimple.com
—Idea Mensch, December 2020
2019
Know What Your Small Business is Worth? Make Sure You Know These 3 Types of Capital
—Small Biz Daily, October 2019
Advising Small Business Owners by Helping Them Increase Their Own Enterprise Value
—Kitces.com, June 2019
40 Under 40: Financial Advisor, Justin Goodbread Gains National Recognition
—Knoxville News Sentinel, January 2019
2018
Should You Hire or Fire Your Robo Adviser?
—Kiplinger, February 2018
What Working with a Wealth Manager Really Looks Like
—Forbes, January 2018
2017
Financial Lessons from the Great American Eclipse
—Investopedia, August 2017
Seven Tips To Protect Investors During A Stock Merger And Acquisition Deal
—Forbes, August 2017
Should Investors Take the Buffett Challenge?
—Investopedia, August 2017
The Importance of Having an Emergency Fund
—Yahoo Finance, August 2017
Hiring a Qualified Financial Advisor: 5 Key Traits
—Investopedia, August 2017
Invest or Pay Off Your Mortgage? How to Decide
—Nerd Wallet, August 2017
Five Mistakes Young Adults Must Avoid When Investing
—Forbes, August 2017
Eights Tips For Protecting Yourself Against Unexpected Downturns
—Forbes, August 2017
Classic Money Advice You May Want to Avoid
—Investopedia, July 2017
Eight Tips For Budgeting While Struggling With Student Loan Payments
—Forbes, July 2017
The Differences Between Financial Professionals
—Investopedia, June 2017
Avoiding the Pitfalls of a Long-Term Retirement
—Investopedia, June 2017
How to Determine If You Can Really Retire Early
—Investopedia, June 2017
Eight Exciting Side Effects Of Mobile Payments Going Mainstream
—Forbes, June 2017
Seven Myths About Retirement Investing That People Need To Ignore
—Forbes, June 2017
12 Essential Steps to Help Keep Your Retirement Strategy on Track
—Forbes, May 2017
Budgeting Mistakes and How to Fix Them
—Nerd Wallet, May 2017
How Automation Will Change the Accounting Industry
—Forbes, May 2017
Eight Finance Books That Everyone Should Read
—Forbes, May 2017
Five Financial Steps For Surviving The Loss Of A Spouse
—Forbes, May 2017
5 Apps to Help You Track Your Finances
—Investopedia, April 2017
How a 401(k) Could Lower Your Small Business Taxes
—Investopedia, April 2017
Save for College With a 529 or Coverdell ESA Plan
—Investopedia, April 2017
You Can’t Afford Not to Hire A Certified Financial Planner
—Investopedia, March 2017
Secure Your Financial Future With These 3 Steps
—Investopedia, March 2017
24 Investing Statistics You Need To Know
—Investopedia, February 2017
The Roles Fear and Greed Play in Investing
—Investopedia, February 2017
Eight Cost-Saving Areas Your Business Should Audit
—Forbes, March 2017
Seven Ways To Keep Your Financial Information Secure Online
—Forbes, March 2017
Should You Purchase Gold In Your Portfolio?
—Forbes, March 2017
How to be a Better Investor than the Experts
—Forbes article, February 2017
Summit Brokerage Advisor Accepted into Forbes Finance Council
—Investopedia, February 2017
Now that All Your 2017 Resolutions Are in Place
—Everything Knoxville, February 2017
Comprehensive Wealth Planning – A Life’s Lesson I Will Never Forget
—Everything Knoxville, January 2017
Articles about Heritage Investors
—American LifeStyle Magazine, 2016-17
2016
Concierge-Level Service for Financial Freedom
—Suit, September 2016
Successfully Navigating the Uncertainties in Wealth Management
—Everything Knoxville, July 2016
Broker vs. Wealth Manager
—Everything Knoxville, June 2016
Your Questions Answered
—Everything Knoxville, May 2016
Fees! Fees! Fees! Are Brokers Worth Their Fees?
—Everything Knoxville, April 2016
Eliminating the Uncertainty in Financial Planning
—Everything Knoxville, March 2016
2014
Boutique Financial Planning Firm Counts Clients as Friends
—Forbes, December 2014
Next Steps…
We can help you develop a strategy with the goal of helping you preserve the lifestyle you are accustomed to throughout retirement.
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Phone
865-690-1155
Email
info@heritageinvestor.com
Address
10641 Deerbrook Dr.,
Ste. 100
Knoxville, TN 37922
