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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

Finding the Right Work - Life Balance: How the pandemic blurred some lines, but optimism remains with managing work-life balance.

Healthier Lifestyle, Longer Life - Why life expectancy is low in the United States compared to other countries and small steps you can take to improve your overall health.

Many Workers Wonder When (and If) They'll Retire - This article breaks down the worries people face when thinking about retirement and what they can do to prepare.

Newsletters

July

Birthday Benefits Quiz
Can Home Improvements Lower Your Tax Bill? It Depends
HOT TOPIC: The Economic Ipact of an Aging World
Saving for College: 529 Plan vs. Roth IRA
Should You Buy Local or Lease Your Next Vehicle
The IRS Wants More Info About Your Gig Income

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.

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