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

The HeartStone Blog

Coronavirus and More

By |March 6th, 2020|Categories: Financial Planning|

Coronavirus and More We are currently experiencing meaningfully down days in the stock market. Covid-19, otherwise known as the Coronavirus, has markets on edge. Several clients, understandably, have expressed concern. Some want to “plow more cash” into the markets, essentially chasing a discounted stock price. Others fear they should be [...]

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 [...]