Heald Financial Advisors
Heald Financial Advisors specializes in the financial planning process, using a comprehensive and personalized approach.
By building an ongoing relationship with our clients, we are able to provide more meaningful services to help our clients define appropriate long-term and short-term goals, refine sophisticated strategies to reach those goals, and achieve confidence in their financial lives.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Simple steps may help you foil hackers and protect your privacy.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
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
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Around the country, attitudes about retirement are shifting.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What does your home really cost?
Do you have causes that you want to support with donations? Here are three tips.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.