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

The HeartStone Blog

Your Diversified Portfolio vs. the S&P 500

By |August 15th, 2019|Categories: Financial Planning|

Your Diversified Portfolio vs. the S&P 500 “Why is my portfolio under performing the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that even when Wall Street [...]

A Bucket Plan to Go with Your Bucket List

By |August 8th, 2019|Categories: Financial Planning|

A Bucket Plan to Go with Your Bucket List The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets. There is no [...]

When Alzheimer’s Disease is Diagnosed

By |August 2nd, 2019|Categories: Financial Planning|

When Alzheimer’s Disease is Diagnosed Imagine the outlook for your life changing in minutes. A diagnosis of Alzheimer’s disease can be that stunning. If your parent is diagnosed with Alzheimer’s, how can you help them as they strive to make the most of the years ahead? An Alzheimer’s diagnosis may [...]

Getting a Head Start on College Savings

By |July 26th, 2019|Categories: Financial Planning|

Getting a Head Start on College Savings The hows and whys of college savings. The American family with a child born today can expect to spend about $233,610 to raise that child to the age of 18. However, these days, most kids aren’t “out the door” at age 18. Tack [...]

Healthcare in Retirement

By |July 17th, 2019|Categories: Financial Planning|

Healthcare in Retirement Planning for healthcare costs during retirement can be overwhelming. Here are three tips to help you get started. #1 – Inflation will raise healthcare costs Inflation happens, even in healthcare. This means that healthcare will cost more at the end of retirement than it did in the [...]

It’s Called Financial Advising for a Reason

By |July 8th, 2019|Categories: Financial Planning|

It's Called Financial Advising for a Reason There seems to be a misconception about what a financial advisor actually does behind the scenes. People imagine our team watching tickers, reading Bloomberg every day and night, and spending every second trading. Sure, we do that. But, that’s not all we do; [...]