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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
When you’re married and have children, insurance needs will be different.
It's important to understand how inflation is reported and how it can affect investments.
Read this overview to learn how financial advisors are compensated.
What kind of auto insurance should you have? Do you know?
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What does your home really cost?
A special needs trust helps care for a special needs child when you’re gone.
How do the markets usually react to elections? Was the 2016 election any different?
$1 million in a diversified portfolio could help finance part of your retirement.
Are you ready for retirement? Here are five words you should consider.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.