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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
For many, retirement includes contributing their time and talents to an organization in need.
Do your insurance needs stay the same when the nest empties?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Five phases to changing unhealthy behaviors.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Have you explored all of your choices when it comes to managing your taxable income?
Agent Jane Bond is on the case, covering how bond laddering works.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you have causes that you want to support with donations? Here are three tips.
Are you ready for retirement? Here are five words you should consider.
A quick history of the Federal Reserve and overview of what it does.
