white-x-mark

Be aware of potential phishing scams. Scammers may send text messages with links that resemble legitimate banking login pages. If you enter your credentials on these sites, your information could be compromised. Additionally, be cautious of phone calls that may appear to come from us, as scammers can use number spoofing to mislead you into providing your login credentials or security codes.

Financial Planning

contact

Contact Us call

call

(800) 697-0049 locate

locate

Locations

Rate Center

HOME > FINANCIAL PLANNING > Planning and Investment Resources

Planning and Investment Resources

Articles and Newsletters to keep you up-to-date

We want to keep you informed. We also want to make the process as easy as possible in the fast-paced world of today. Check out the quick links below that allow for easy access from any device. Be sure to visit this page often as the links will be updated thoughout the year.

Articles

Avoiding Scams: This article provides details on Smishing, Multi-Factor Authentication, and Sim Swapping scams as well as tips on how to avoid them.

Identifying Phishing Attacks: Phishing is a form of cybercrime in which cybercriminals deploy fraudulent communications to a user or organization that are created to appear to have come from a legitimate source. This article breaks down how to identify a phishing attack and how best to protect yourself from them.

Recovering from a Cyber Attack: Cyber attacks can happen to anyone, so it is crucial to understand when you are a victim of one to ensure you act quickly and minimize potential damage. This article breaks down the steps you should take if you are a victim of a cyber attack.

Newsletters

October

A Pension Strategy That May Boost Your Income
Can You Put the Brankes on Rising Auto Insurance Premiums?
Do You Have Enough Life Insurance?
Making the Most of Your Credit Card
The Fed Finally Cut Interest Rates. What Could It Mean For Your Finances?
What's Your Real Return?

September

Eight Great Investing Quotes
HOT TOPIC: Should You Worry About Market Volatility?
It's Complicated: INheriting IRAs and Retirment Plans
Just Your Average Millionaire
Retroactive Social Secuirty Benefits: A Chance to Turn Back Time
Thinking of Selliing Your Home?: Don't Be Suprised by Capital Gains Taxes

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Heartland Bank and Heartland Planning Associates are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heartland Planning Associates, and may also be employees of Heartland Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heartland Bank and Heartland Planning Associates. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other
Government Agency

Not Bank
Guaranteed

Not Bank Deposits or
Obligations

May Lose
Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Heartland Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.

scrolltop