Anyone can call themselves a financial advisor. Only those who meet the rigorous requirements of the Certified Financial Planner Board of Standards can call themselves CERTIFIED FINANCIAL PLANNERS™
Heritage Investors is an independent Wealth Management Firm based in Knoxville, Tennessee that handles a wide array of financial planning services. We serve individuals, families, trusts, corporate pension plans, and nonprofits with their financial planning.
For many, retirement includes contributing their time and talents to an organization in need.
As our nation ages, many Americans are turning their attention to caring for aging parents.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
One way to find money is to examine your current spending habits and eliminate money wasters.
To choose a plan, it’s important to ask yourself four key questions.
There’s a link between debt and stress.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
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 should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, covering how bond laddering works.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.
Why are 401(k) plans, annuities, and IRAs so popular?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
