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.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
What can be learned from the savings rate?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
To choose a plan, it’s important to ask yourself four key questions.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How will you weather the ups and downs of the business cycle?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The decision whether to buy or rent a home may have long-term implications.
