Self Directed Brokerage Windows
Heritage Financial Website: https://www.heritagefinancialaz.com/Many of us put money away into our employer-sponsored retirement plans and forget about it. However, you may have more control over th...
19 Jan 202211min
Pooled Employer Plans
Heritage Financial Website: https://www.heritagefinancialaz.com/Hayden Gerwein from Howard Capital Management is back today, joining Shanna Tingom and Adam Miller from Heritage Financial. And we are ...
5 Jan 202217min
Know all of your options for your retirement plan!
Heritage Financial Website: https://www.heritagefinancialaz.com/Today, Shanna Tingom is rejoined by Hayden Gerwien of Howard Capital Management. Did you know that you may have more control of your wo...
10 Nov 202113min
What is a HCM-BuyLine® anyway?
Heritage Financial Website: https://www.heritagefinancialaz.com/Today, Shanna Tingom of Heritage Financial is joined by Hayden Gerwien of Howard Capital Management, a firm that Heritage works with clo...
27 Okt 202114min
Estate Attorney Heather Parker, Part 2
This is the second of a two part series with estate attorney Heather Parker of the Parker Law Office. Today, we take a deeper dive into the differences between wills and trusts.Trusts can provide for...
13 Okt 202116min
How Our Move Is Like Finding a Financial Advisor
Heritage Financial Strategies now has a new office space - but you won't have to reprogram your GPS. We've just moved downstairs. We are now on the first floor of our building on South Gilbert Road....
29 Sep 202115min
Estate Attorney Heather Parker Part 1
This is the first of a two-part series on estate planning. Attorney Heather Parker joins Shanna Tingom to talk about the two areas of estate planning - money and medical.Medical:HIPAA Release - who c...
15 Sep 202116min
Aaron Blau Part 2
In the second of our two part series with CPA Aaron Blau, we look at potential legislation under the Biden administration and what that could mean for you, your money, and your taxes.We start with a l...
17 Aug 202113min
