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Financial Planning Blog2019-01-16T10:42:25-07:00

The HeartStone Blog

Retirement Questions That Have Nothing to Do With Money

By |February 11th, 2021|Categories: Financial Planning|

Retirement Questions That Have Nothing to Do With Money Think about these factors before you leave work for the last time. Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are [...]

Coronavirus Vaccines and the Economy

By |December 2nd, 2020|Categories: Financial Planning|

Coronavirus Vaccines and the Economy As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1 A positive reaction to these vaccines affects every aspect of human [...]

When the Fed Talks Inflation, Bond Investors Listen

By |September 17th, 2020|Categories: Financial Planning|

When the Fed Talks Inflation, Bond Investors Listen What the Fed’s new policy may mean for you. Recently, you may have read that Federal Reserve Chair Jerome Powell announced a change in how the Fed views inflation. In the past, the Fed said it would consider adjusting short-term rates when [...]

A Unique Year for Retirement

By |August 31st, 2020|Categories: Financial Planning|

Q: What makes 2020 a unique year for retirement? A: Big changes to retirement account rules. You can attribute those changes to two major pieces of legislation: the Setting Every Community Up for Retirement Enhancement (SECURE) Act, and the Coronavirus Aid, Relief, and Economic Security (CARES) Act. You may not [...]