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

The HeartStone Blog

A Retirement Fact Sheet

By |December 18th, 2019|Categories: Financial Planning|

A Retirement Fact Sheet Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are [...]

Measuring the Value of Advice

By |November 21st, 2019|Categories: Financial Planning|

Measuring the Value of Advice One study asserts that these relationships can make a difference for investors.  What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer that question. Vanguard’s whitepaper concludes that [...]

Annual Financial To-Do List

By |October 10th, 2019|Categories: Financial Planning|

Annual Financial To-Do List                What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement [...]