The HeartStone Blog

There’s still time to contribute to your IRA! If you haven’t already contributed to an IRA (Individual Retirement Account), there’s still time to do so.  Many people don’t know that the 2021 contribution deadline is actually April 18, 2022.1  However, if you do decide to contribute, you must designate the [...]

HeartStone Advisors commits $50,000 as a sponsor of Whitefish Trail This was originally published in the Whitefish Pilot on January 19th, 2022.   Local Whitefish business HeartStone Advisors has pledged $50,000 as a Legacy Sponsor to support Whitefish Legacy Partners (WLP) and the Whitefish Trail for years to come. With [...]

What is an SPAC? The acronym “SPAC” is showing up more often these days because there is some big money behind the revitalized investment approach. SPAC stands for Special Purpose Acquisition Company, and they are sometimes referred to as blank check companies. SPACs raised more than $80 billion through 237 [...]

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 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 [...]

Annual Financial To-Do List What has changed for you in 2020? For many, this year has been complicated. Did you start a new job or leave a job behind? Did you retire? You may have started a family, moved to a new city, or changed your spending habits. If any [...]