Resources | Heritage Financial Planning, LLC

By Dan Kerr In Financial Wisdom

The 4% Rule – Still Relevant or Outdated?

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By Dan Kerr In Retirement

Will My Money Last? How to Create a Sustainable Retirement Income Plan

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By Dan Kerr In Uncategorized

What Every Small Business Owner Should Know About SIMPLE IRAs

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Economy Financial Wisdom Retirement

Medicare Updates for 2025: What You Need to Know to Protect Your Retirement Plan

As retirement approaches, ensuring your healthcare coverage aligns with your financial plan is critical. But with new changes coming to Medicare in 2025, it’s easy…

Dan KerrJune 11, 2025

Financial Wisdom Investing Legacy Retirement Taxes

The Power of a Mid-Year Financial Checkup

At Heritage Financial Planning, we believe that a mid-year financial checkup isn’t just a good idea—it’s essential for staying on track toward your financial goals.…

Dan KerrJune 5, 2025

Economy Retirement Taxes

Policy Shakeups & Portfolio Moves: Planning Ahead as Washington Reshapes the Rule

When Washington makes headlines, it impacts more than just policies—it can shape your retirement. The House narrowly passed a sprawling legislative package last week, pushing…

Dan KerrMay 22, 2025

Retirement

Are Annuities a Good Fit for Your Retirement Plan? Let’s Break It Down

At Heritage Financial Planning, we know that building a solid retirement strategy means creating a reliable income that lasts as long as you do. One…

Dan KerrMay 20, 2025

Economy Investing

What to Remember About Stock Markets & Tariffs

Understand the differences between price and value and stay disciplined. At Heritage Financial Planning, we know how overwhelming it can feel to stay focused during…

Dan KerrMay 14, 2025

Financial Wisdom Legacy Retirement

Hats, Horses, and Heirs: What the Kentucky Derby Can Teach Us About Estate Planning

Each May, the Kentucky Derby captivates the nation with its mix of tradition, fashion, and pageantry. But beyond the two-minute thrill of the race lies…

Dan KerrMay 7, 2025

Economy Financial Wisdom Investing Retirement

Stress-Test Your Investments Before the Market Does

How to Prepare Your Investments for a Shifting Economic Landscape At Heritage Financial Planning, we believe proactive risk management is more important than ever in…

Dan KerrApril 22, 2025

Financial Wisdom Retirement

April is Financial Literacy Month: Why It Matters

Financial pitfalls have lifelong consequences—education is your defense. At Heritage Financial Planning, we believe every financial journey should be grounded in knowledge, clarity, and confidence.…

Dan KerrApril 22, 2025

Economy Financial Wisdom Investing Retirement

Why Timing the Stock Market is a Fool’s Game

At Heritage Financial Planning, we’ve seen firsthand how tempting it can be to try and “outsmart” the market — especially in times of uncertainty. But…

Dan KerrApril 16, 2025

Economy Investing

The VIX Just Hit a 5-Year High Over Tariff Worries

Understanding the VIX – and Why Your Own Volatility Tolerance Matters More In early April 2025, the financial world turned its focus toward an old…

Dan KerrApril 8, 2025

Economy Investing Retirement

Unpacking New Tariffs and the Effect on Markets

Stocks can climb a wall of worry but will never climb a wall of uncertainty. When it comes to global trade, tariffs are one of…

Dan KerrApril 4, 2025

Free Downloadable Guides

Financial Wisdom Free Download Investing

8 Timeless Principles of Investing

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Free Download Taxes

What You Need to Know About Tax Reform

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Financial Wisdom Free Download Investing

7 Principles of Long Term Investing

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Financial Wisdom Free Download Lifestyle

Insured at Every Stage: Getting Married

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Financial Wisdom Free Download Investing

Women and Investing

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Free Download Taxes

2020 Tax Planning

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Financial Wisdom Free Download Retirement

5 Retirement Mistakes Small-Business Owners Make

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Financial Wisdom Free Download Legacy

Estate Strategies

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Financial Wisdom Free Download Lifestyle Retirement

Insured at Every Stage: The Golden Years

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Financial Wisdom Free Download Lifestyle

Insured at Every Stage: Starting Out

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An Assorted Pick

Retirement

Are Your Retirement Savings Really On Track?

Why Regular Reviews And Adjustments Are Essential To Building Confidence In Your Financial Future At Heritage Financial Planning, we understand how overwhelming retirement planning can…

Economy

March Madness and the DJIA – Winners & Losers

Relying Solely on Past Performance to Predict the Future Is a Risky Strategy At Heritage Financial Planning, we understand that navigating the stock market can…

Retirement

Required Minimum Distributions & Tax Strategies

Smart Strategies to Minimize Tax Burdens and Maximize Your Retirement Wealth At Heritage Financial Planning, we know that managing Required Minimum Distributions (RMDs) effectively is…