Private Wealth Management For Select Individuals
At Hearon Advisory Group, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Knowing your options when a CD matures can help you make a sound investment decision.
Couples may be able to head off many of the problems in a marriage that money can cause.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
An increasing number have been developed to help individuals with their personal finances.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Recent changes in estate tax laws could affect the strategy you have in place.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.