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What is the Difference Between a 529 Savings Plan and Florida Prepaid?

Submitted by Heath Wealth Management - Elijah Heath on October 21st, 2020

savings plan+Florida.jpg

savings plan+Florida.jpg

Tags:
  • 529 savings plan
  • Florida prepaid
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How to Choose the Right Financial Planner for You

Submitted by Heath Wealth Management - Elijah Heath on October 16th, 2020

How to Choose the Right Financial Planner for You

When it comes to planning your financial future, it is important to find the right financial advisor to educate, guide, and protect your future. For some, knowing how to choose the right person can feel overwhelming and intimidating.

Tags:
  • financial planning
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Everything you Need to Know About Buying a Life Insurance Policy

Submitted by Heath Wealth Management - Elijah Heath on June 11th, 2020

Life Insurance - How to Buy

If you are at the point where you are asking how to buy a life insurance policy, then you have already made the most important financial decision, which is to take the steps to ensure your family’s or loved one’s financial security.  For many people, that is most likely a critical decision that has long been procrastinated.

Tags:
  • Buying Life Insurance
  • Financial Security
  • investments
  • Life Insurance
  • Medical
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Pay Yourself First - The Holy Grail of Personal Finance

Submitted by Heath Wealth Management - Elijah Heath on June 10th, 2020

Pay Yourself First

Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, reality hits. Your takeaway earnings are almost always way lower than what you expected.

Tags:
  • Economic Wealth
  • Financial Health
  • Money Management
  • Personal Finance
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Long Term Care as Part of Your Multi-Generational Plan

Submitted by Heath Wealth Management - Elijah Heath on June 1st, 2020

Long-Term Care Insurance

For anyone who has dealt with an aging parent or grandparent, the concept of long-term care is likely a familiar one. Those unfortunate enough to suffer from Alzheimer’s or other cognitive illnesses can end up requiring nursing care that can reach and exceed $80,000 per year depending on the quality of care.

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Navigating an uneven road to recovery

Submitted by Heath Wealth Management - Elijah Heath on June 1st, 2020

Jeff Shen Co-CIO of Active Equity and Co-Head of Systematic Active Equity (SAE) at BlackRock As individual countries, states, industries and companies plot their emergence from coronavirus closures, the pace of recovery and prospective outcomes are looking increasingly diverse. Jeff Shen considers some of the implications.

Tags:
  • Emergency Funds
  • epidemic
  • financial markets
  • investments
  • Money Management
  • plague
  • recovery
  • securities
  • Read more

Your Emergency Fund and You

Submitted by Heath Wealth Management - Elijah Heath on May 29th, 2020

Your Emergency Fund

Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But, folks, I’m sorry to say, sometimes storms roll in on the sunniest of days.

Tags:
  • Contribution
  • Emergency Funds
  • Financial Health
  • Money Management
  • Practical
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How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Submitted by Heath Wealth Management - Elijah Heath on May 26th, 2020

How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life insurance begins with deciding what is the right amount of life insurance.

Tags:
  • Economic Wealth
  • Financial Health
  • Life Insurance
  • Social Security
  • Survivorship
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Five Ways to Save on Healthcare Costs

Submitted by Heath Wealth Management - Elijah Heath on April 23rd, 2020

Five Ways to Save on Healthcare Costs

It’s certainly no secret that healthcare costs have escalated in recent years, and there’s no reason to believe that the end is in sight.  But whether you have a comprehensive health insurance policy or have purchased a catastrophic policy, there are ways to save on healthcare costs.

Here are just a few:

Tags:
  • Economic Wealth
  • Financial Health
  • Health care costs
  • Money Management
  • Ways to save money
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Video: Easy Ways To Financial Health

Submitted by Heath Wealth Management - Elijah Heath on April 23rd, 2020
 

 

Tags:
  • Economic Wealth
  • Financial Health
  • Money Management
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  •  Tel: 813-556-7171
  •  Elijah.Heath@LPL.com

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