Resources | Heritage Financial Planning, LLC

By Dan Kerr In Retirement

Pros/Cons of Waiting Until 70 for Social Security

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By Dan Kerr In Investing

The Powerful Force of Compounding Returns

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By Dan Kerr In Retirement

Building and Protecting Wealth With Confidence

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Retirement

Ways To Lessen Financial Stress in Retirement

Because everyone wants to gain greater peace of mind in their golden years. For many retirees, financial stability can be a challenge, especially in…

Dan KerrDecember 3, 2024

Financial Wisdom Investing

Homebuyers are Older and Wealthier Than Ever

A traditional path to building wealth, it is more difficult for younger buyers. It used to be that a housewarming party meant a new…

Dan KerrNovember 20, 2024

Financial Wisdom Investing

Why is Warren Buffett Selling So Much Stock?

His actions likely hint at a certain level of caution toward today’s market. Warren Buffett, one of the world’s most admired and influential investors,…

Dan KerrNovember 20, 2024

Economy Investing

A Quarter-Point Rate Cut Days After the Election

Implications for household finances, stock markets, and bond markets. In a recent decision, the Federal Reserve cut its key interest rate by a quarter…

Dan KerrNovember 14, 2024

Retirement

Spooky Reality of Halloween and Long-Term Care

Consequences of not having an LTC plan can haunt individuals for years. As ghosts and goblins flood neighborhoods during Halloween, the eerie atmosphere offers…

Dan KerrOctober 30, 2024

Investing

The History of Stock Market Crashes in October

Tips to help investors approach the month with confidence rather than fear. The month of October is often referred to as a jinx for…

Dan KerrOctober 22, 2024

Financial Wisdom Retirement

Having a Long-Term Perspective in Retirement

Navigate the ups and downs with confidence and stay on the right path. Retirement is a time of life that should be filled with…

Dan KerrOctober 10, 2024

Retirement

The New Retirement Just Might Be No Retirement

Baby boomers are choosing to keep working into their sixties and seventies. Retirement used to be a definitive milestone: an endpoint to a long career…

Dan KerrOctober 9, 2024

Economy Investing Retirement

Financial Implications of the Dock Workers’ Strike

The impact of a dock workers’ strike on inflation and Federal Reserve policy. As of yesterday, dock workers along the East and Gulf Coasts…

Dan KerrOctober 2, 2024

Economy Investing

Fed Rate Cut: Short & Medium-Term Implications

While important, it should not be the sole driver of your investment decisions. The Federal Reserve plays a pivotal role in the U.S. economy,…

Dan KerrSeptember 26, 2024

Retirement

ERISA at 50: Safeguarding America’s Workers

Fifty years ago marked the beginning of a new era of financial security. On September 2, 1974, President Gerald Ford signed the Employee Retirement…

Dan KerrSeptember 19, 2024

Free Downloadable Guides

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Unlocking The Treasures To Financial Wellness

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Financial Wisdom Free Download Lifestyle Retirement

Planning a More Secure Future for Your Child with Special Needs

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Financial Wisdom Free Download Investing

8 Timeless Principles of Investing

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Financial Wisdom Free Download Investing Retirement

Why You Need More Than A Robo-Advisor

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Financial Wisdom Free Download Lifestyle Retirement

Insured at Every Stage: The Golden Years

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Free Download Investing Retirement

5 Financial Mistakes Physicians Make

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Free Download Taxes

What You Need to Know About Tax Reform

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Financial Wisdom Free Download Lifestyle Retirement

Elder Financial Abuse

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Financial Wisdom Free Download Lifestyle

Insured at Every Stage: Starting Out

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Financial Wisdom Free Download Investing

7 Principles of Long Term Investing

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An Assorted Pick

Investing

Perils of Timing Investments Based on Fed Moves

Fed policy is important, but there are a lot of factors that influence markets. As the Federal Reserve’s September FOMC (Federal Open Market Committee)…

Legacy

Funding Your Retirement vs. Your Kid’s Education

Balancing retirement and education savings is a difficult decision for parents. As the summer wanes and children across the country return to school, parents are…

Economy

Gold Prices Hit Record High in August of 2024

With gold setting records above $2,500 per ounce, what comes next? Gold has recently made headlines by surpassing the $2,500 per ounce mark, marking a…

Financial Wisdom

Investing in You During the Dog Days of August

Retirement

Understanding Fixed Annuities & Payout Options

Financial Wisdom

A Quick Look at Your Life Insurance Needs

Retirement

Is the Roth 401(k) an Option for You?

Financial Wisdom

The Importance of a Mid-Year Financial Review

Economy

Protect Against a Scorching Market and Weather

Economy

Reasons the Fed Might Not Lower Rates in 2024

Financial Wisdom

The Strong Dollar: What Travelers Need to Know

Economy

Be Prepared for When Consumer Spending Slows

Take control of your wealth and make informed, confident financial decisions.

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Investment Advisory Services offered through Whitestone Capital Management, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the commission nor does it indicate that the adviser has attained a particular level of skill or ability. Whitestone Capital Management and Heritage Financial Planning LLC are independent entities. Insurance products are offered through Heritage Financial Planning LLC, by insurance licensed individuals. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by Heritage Financial Planning LLC. They do not refer in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Whitestone Capital Management.

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Free Downloadable Guides

An Assorted Pick

Perils of Timing Investments Based on Fed Moves

Funding Your Retirement vs. Your Kid’s Education

Gold Prices Hit Record High in August of 2024

Investing in You During the Dog Days of August

Understanding Fixed Annuities & Payout Options

A Quick Look at Your Life Insurance Needs

Is the Roth 401(k) an Option for You?

The Importance of a Mid-Year Financial Review

Protect Against a Scorching Market and Weather

Reasons the Fed Might Not Lower Rates in 2024

The Strong Dollar: What Travelers Need to Know

Be Prepared for When Consumer Spending Slows

Take control of your wealth and make informed, confident financial decisions.

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