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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

The Basics of Financial Fitness - This article discusses how becoming financially fit requires maintaining foundational elements, including a budget, emergency fund, strong credit score, and retirement savings.

Making a Vacation Easier on Your Wallet - This article describes simple tips that can help save money when planning a vacation.

Investing for the Future - When building a retirement nest egg, focus on preservation as well as growth.

Newsletters

April

Are You Eligible for Any of These College-Related Federal Tax Benefits?
Business Owners: Should You Orgnaize as an LLC?
HOT TOPIC Bank Failures Shine Light on Interest Rate Risks
Retiring in a Down Market? Don't Panic
Time for a Spring Cleanup: Orgainzing Your Financial Records
Trusts - Not Just for Estate Taxes

March

Creating Your Own Operation London Bridge
Double UP with a Spousal IRA
HOT TOPIC The Debt Ceiling and Deficit Spending
Key Retirement and Tax Numbers for 2023
The Inflation Experience is Painful and Personal
When Should Young Adults Start Investing for Retirement?

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:

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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 or scan the QR code below for more detailed information.

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