Tag Archives: financial security

What Can Getting Sick Cost You? Guest blog post by Kelli Carter

What can getting sick cost you?In real estate it is all about "location, location, location" but when it comes to your health, it is "prevention, prevention, prevention"!It is estimated that only 10-30% of your health conditions are due to a genetic predisposition (the genes you are born with).Guess what that means?Your environment (what you control) […]

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The Saver and The Spender Podcast Episode 12: The Dynamic Communicator, Jill Schiefelbein

Communication -the human connection- is the key to personal and career success. - Paul J. MeyerIn today's episode we talk with The Dynamic Communicator, Jill Schiefelbein.  She is a communication expert and leads businesses and individuals towards better communication skills by involving 3 audiences: internal, consumers and general public.  She is the author of "Dynamic […]

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Don't get fooled by an IRS Tax phone scam

You get a phone call from the IRS stating that you owe big money and that if you don't pay right now you will get arrested.  The caller sounds like they know what they are talking about, they use your name, address and phone number and it is plausible because you just submitted your taxes! […]

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A Young Person's Guide to Estate Planning


  • October 3, 2016
    6:00 pm - 7:30 pm

Young families have a long and wonderful life ahead of them.  Planning for the worst is something that no one wants to do but something everyone should do.  50% of Americans do not have some sort of estate plan in place and only 39% of families with minors in the house have estate plans. Estate (more…)

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Investing 101


  • September 24, 2016
    9:00 am - 10:30 am

*Discover exactly how your financial advisor gets paid
*Learn the differences between fee-based, commission-only, and managed account structures
*Understand mutual funds, stocks and bonds once and for all
*Walk away with questions to ask an advisor that will help set the tone for a healthy and successful relationship

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Importance of a Budget During a Divorce

Importance of a Budget During a DivorceThe dreaded “B” word… I know, I know, WHO wants to be on a budget these days? People often assume living on a budget translates to all these negative things: You have to restrict yourself, You don’t get to buy anything you want, You have to pinch every penny, […]

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Reasons for Not Meeting with a Financial Professional (and why you should)

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Reasons for Not Meeting with a Financial Professional (and why you should)We’ve all had bad experiences and most of us don’t like talking about money but we have to if we ever want to buy a home, retire, or save for other life events. Sometimes that means meeting with a financial professional to talk about […]

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How to Prepare for a Meeting with Your Financial Professional

How to Prepare for a Meeting with Your Financial ProfessionalMeeting with a financial professional can feel like a meeting with your doctor. You don’t want to go but you know you must. When you meet with me at Heritage Financial Strategies, rest assured that we’re going to talk about what you’re doing today with your […]

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What to Look for When Choosing a Life Insurance Policy

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What to Look for When Choosing a Life Insurance PolicyHow much life insurance coverage do you have? If you’re like many of my clients, you’re either way over insured or way under insured and neither is a good thing. Life insurance can be confusing so let’s first talk about why you’d need a life insurance […]

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How to save $1000 without really trying!

By Kathryn Vasel With Kelsa Dickey Read on CNNMoney.comWe can all use a little more cash in the bank. And if finding a higher-paying job or winning the lottery isn't in the cards for you right now, you'll need to do more with what you've got.Say you want to save $1,000. That's about $84 a […]

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