July 13, 2017
Tips for Gift Taxes

VIDEO: Online Retirement Calculators Showing Different Results? Why?

In the above video, Justin Goodbread, CFP™ answers the Client Question of the Week: “Why are the numbers spit out by online retirement planning calculators are often very different?” If you like the video then please don’t forget to share it with and spread the free knowledge about financial improvements. Stay connected with me and come often to read my new articles which will obviously help you in improving your life financially. Thanks again for watching the video and please keep sharing it with your colleagues or friends and support me for continuously providing you the fresh stuff. And be sure to read our post about the 4 of the Best Online Retirement Calculators and Their Features to find links to our favorite calculator websites.  
April 4, 2016

4 Questions you MUST ask the Financial Planner BEFORE you hire them

March 23, 2016

Video: When should you buy a house?

March 7, 2016
How to pick a Financial Planner

How to become your Advisors best client

How to become your Advisors best client Reaching your financial goals may be easier than you think when it comes to getting help from your financial advisor. Unfortunately, there’s a misnomer in the industry that only the super affluent will get the best advice. However, the truth is most advisors work with average people and sometimes even a few people who have very little just because they like them. So how do you get to be one of those people who your advisor enjoys working extra hard for? There are a few steps to take that can keep you from feeling like the little fish in the big pond. For starters, know your goals. When someone comes to me and says, “Help me do this,” but they don’t have a realistic expectations for what they want, I immediately know the relationship could bring about a substantial amount of frustration for […]
February 29, 2016
Hands on Investing

Hands on Investing – Financially Simple

Hands on Investing  At Heritage Investors, we believe you should spend your time enjoying life, not worrying about your investments. To help ensure that you are confident with your investment strategy, we focus heavily on collaboration, education, and regular contact. By collaboration, we mean simply that we design your portfolio together, based on your goals, your values, and your emotional state. Unlike many large financial advisors, we don’t try to fit you into a selection of predetermined investment strategies. You will see how we focus on education both in the materials we send out—including monthly educational newsletters—and in our personal contacts. You may find the world of investing to be nerve-wracking, but it will be less so the more you know and understand. We arm you with knowledge. By regular contact we mean just that. The two biggest frustrations in our industry are from clients who never hear from their advisors and […]