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 Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
As our nation ages, many Americans are turning their attention to caring for aging parents.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here is a quick history of the Federal Reserve and an overview of what it does.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?