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.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Five creative (and inexpensive) ideas for motivating your employees.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A change in your mindset during retirement may drive changes to your portfolio.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
You’ve made investments your whole life. Work with us to help make the most of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Women must be ready to spend, on average, more years in retirement than men.
Here’s a crash course on saving for college.
Here are five facts about Social Security that might surprise you.