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What You Should Know About Certified Financial Planners

Submitted by Heath Wealth Management - Elijah Heath on February 14th, 2021

Certified Financial Planners (CFP) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her own.

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Things You Should Know About Inherited IRA’s – January 2021

Submitted by Heath Wealth Management - Elijah Heath on February 12th, 2021

Things You Should Know About Inherited IRA’s – January 2021

Part of your overall financial planning may include things like college funds for children and retirement funds for your later years. Your financial advisor may have recommended IRA’s (Individual Retirement Accounts) as one of your assets to grow funds for future use.

Tags:
  • certified financial planner
  • CFP
  • financial advisor
  • inherited IRA
  • IRAs
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What Should Your Financial Advisor Discuss in Your Year-End Review? (PART 2)

Submitted by Heath Wealth Management - Elijah Heath on February 12th, 2021

What Should Your Financial Advisor Discuss in Your Year-End Review? (PART 2)

When working with a financial advisor, there are two important reviews you want to be included in your fees – the annual review and a year-end review. The annual review should cover your financial plans and adjust for any life or financial goal changes you have in mind.

Tags:
  • certified financial planner
  • CFP
  • financial advisor
  • financial planner
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What Should Your Financial Advisor Discuss in Your Year-End Review? (PART 1)

Submitted by Heath Wealth Management - Elijah Heath on February 12th, 2021

What Should Your Financial Advisor Discuss in Your Year-End Review? (PART 1)

When working with a financial advisor, there are two important reviews you want to be included in your fees – the annual review and a year-end review. The annual review should cover your financial plans and adjust for any life or financial goal changes you have in mind.

Tags:
  • certified financial planner
  • CFP
  • fiduciary
  • financial advisor
  • financial planner
  • Read more

Best Ways to Save for College

Submitted by Heath Wealth Management - Elijah Heath on February 12th, 2021

Best Ways to Save for College 

The best time to plan for your child’s college education is before they are born. Think of it as planting a shade tree you want to enjoy 18-20 years from now – you must plant that seedling now to enjoy the shade of the tree later.  

Tags:
  • college savings, education planning, saving for college
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Financial Resolutions: 6 Tips to keep you Accountable

Submitted by Heath Wealth Management - Elijah Heath on January 23rd, 2021

After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.

Tags:
  • Financial Security
  • New Year's Resolutions
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Costs Associated with Hiring a Financial Planner/Advisor

Submitted by Heath Wealth Management - Elijah Heath on January 16th, 2021

Costs Associated with Hiring a Financial Planner/Advisor

When considering whether it is time to hire a financial planner to manage your accounts, many people are understandably concerned about the costs involved. Financial planners typically charge a flat fee, a commission-based fee, or have a hybrid approach. 

Tags:
  • financial advisor, financial planner, fiduciary
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What is the Difference Between a Fiduciary and a Financial Advisor?

Submitted by Heath Wealth Management - Elijah Heath on January 16th, 2021

What is the Difference Between a Fiduciary and a Financial Advisor?

Finding the right person to help manage your investments can be confusing or even a little intimidating. There is a good reason for that - according to the Financial Industry Regulatory Authority (FINRA), there are over 100 financial professional designations.

Tags:
  • Fiduciary, Financial Advisor
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What is a 529 Plan? College Savings 101

Submitted by Heath Wealth Management - Elijah Heath on January 15th, 2021

529 Plan + Florida 2.jpg

Tags:
  • 529 plan
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Top 9 College Planning Mistakes Parents Make

Submitted by Heath Wealth Management - Elijah Heath on December 17th, 2020

When it is time to start thinking about saving for your child’s college fund, it is easy to become overwhelmed, frustrated, or even give up before you get started. At Heath Wealth Management, we know parents may be worried about a little “m” mistake they have made. We want you to know we focus on capital “S”, bold Solutions!

Tags:
  • education planning, college planning, college planning mistakes
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  •  Tel: 813-556-7171
  •  Elijah.Heath@LPL.com

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