Stern & Heatwole
To Buy or Not to Buy . . . When Do You Need Life Insurance?
Learn how various stages of life can affect your life insurance needs.
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Stern & Heatwole
- Aug 1, 2021
- 5 min
A Crash Course in 529 Plans and Their Impact on Financial Aid
When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool.
2 views
Stern & Heatwole
- Jul 1, 2021
- 5 min
Estate Planning for LGBTQ+ Married Couples
After the historic Obergefell decision, it’s important for LGBTQ+ couples to comprehensively review their estate plan.
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Stern & Heatwole
- Jun 10, 2021
- 4 min
Unsure When to Claim Social Security? Timing Has Its Benefits
When it comes to the amount of your social security benefits, you have a choice in the matter.
6 views
Stern & Heatwole
- May 18, 2021
- 5 min
Does Your Credit Need Repairing?
After a tumultuous financial year, follow these suggestions to get your credit in tip-top shape.
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Stern & Heatwole
- Apr 20, 2021
- 3 min
To Keep or Not to Keep: A Guide to Common Records-Retention Questions
If you’re wondering whether to hold onto some common financial documents, follow these record-keeping rules of thumb.
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Stern & Heatwole
- Apr 6, 2021
- 4 min
A Starter Guide to Selling Your House
If you’re getting ready to sell your home, know the steps you need to take before finalizing the deal.
4 views
Stern & Heatwole
- Feb 23, 2021
- 4 min
Tax Season Scam Alert
To help you steer clear of this year’s top tax scams, learn the red flags to watch out for—along with some timely filing reminders
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Stern & Heatwole
- Feb 3, 2021
- 6 min
Your Guide to Medicare Planning
We’ve assembled a Medicare planning guide detailing who is eligible, which services are covered, and how to avoid potential penalties.
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Stern & Heatwole
- Dec 22, 2020
- 4 min
Last-Minute Charitable Giving Opportunities
Thanks to tax-efficient giving incentives in the CARES Act, you can make the most of your charitable donations this year.
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Stern & Heatwole
- Nov 24, 2020
- 5 min
Solutions for Managing Student Loan Debt
Student loan debt is a huge financial challenge for many. Learn how to implement a long-term solution for managing it.
1 view
Stern & Heatwole
- Oct 22, 2020
- 3 min
Are You an Intelligent Investor?
Discover how you can be a wiser investor with tips and strategies from the father of investing himself, Benjamin Graham.
7 views
Stern & Heatwole
- Sep 22, 2020
- 4 min
Year-End Financial Planning Checklist
With the fourth quarter fast approaching, we’ve assembled a 10-item checklist to help you get your finances in order for 2021.
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Stern & Heatwole
- Aug 25, 2020
- 4 min
Estate Planning Update: How the SECURE Act Affects IRA Beneficiaries
Learn how the SECURE Act changes the rules for IRA beneficiaries and the options available to help mitigate the tax burden.
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Stern & Heatwole
- Jul 27, 2020
- 3 min
5 Inspirational Authors to Enjoy This Summer
If you’re craving an inspirational read that will bring joy to your life, consider these 5 books—all written by amazing women.
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Stern & Heatwole
- Jun 23, 2020
- 4 min
Is Now the Time to Buy or Refinance?
With interest rates at historic lows, review these pros and cons to decide whether it’s a good time to buy a home or refinance.
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Stern & Heatwole
- May 26, 2020
- 4 min
Should You Save for Retirement or for a Child’s College Education?
Learn how to balance saving for your retirement and saving for your children’s education.
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Stern & Heatwole
- Apr 20, 2020
- 4 min
Tips for Teaching Your Children About Money
Learn best practices for educating your children on how to spend and save money responsibly.
6 views
Stern & Heatwole
- Mar 23, 2020
- 4 min
Scam Alert! Protecting Yourself and Your Finances
Learn how staying abreast of the latest scams can help you keep your money and personal information safe.
4 views
Stern & Heatwole
- Feb 19, 2020
- 4 min
Answering Your Biggest Questions on the SECURE Act
Learn the details of this groundbreaking retirement legislation.
12 views