John Dinkelmeyer Financial Professional with Heritage Harbor Financial

06/28/2024

It's not always the most fun topic, but it's absolutely essential

✅Review your insurances
✅Ask the questions
✅Check beneficiaries
🌐www.hhfa.org
📱 (631) 331-6599
📨 [email protected]

03/15/2024

A new survey finds that the experience of the pandemic has altered Americans’ views on what retirement will look like, with many anticipating a gradual exit from the workforce rather than a hard stop.

03/13/2024

Reasons to buy insurance are different for everyone. But the decision to purchase insurance is, at its core, all about providing financial security for yourself and the ones you care about. Learn why life insurance is important, and who needs it.

02/28/2024

You have until your tax filing deadline to make an IRA contribution for 2023

02/08/2024

Have questions like these? 🧐❓That's where we come in!
📱 (631) 331-6599
📨 [email protected]
🌐 www.hhfa.org

01/11/2024

As you’re sorting through your finances, you might be asking yourself this question: Do I need a financial advisor?
“A financial advisor helps people manage their money and map out a plan for the future, including retirement. Whether they focus on financial planning in a broader form or focus on niche topics, financial advisors draw up plans or recommend specific investment products and vehicles to meet the needs of their clients.”

Schedule an appointment today! - Link in bio to book

03/06/2023

Check out this market update from Heritage Harbor Financial, some interesting talking points about the current state of the stock market, inflation, etc:

We offer an in-depth approach to wealth management that encompasses all aspects of your financial life.

10/26/2022

Beneficiaries coming into family fortunes used to be able to spend down an inherited individual retirement account or 401(k) over their lifetime. For younger heirs especially, that benefit was particularly valuable because it gave the assets many years to grow.

In 2019, lawmakers shook up the way tax-deferred retirement accounts can be passed on. Now, heirs who aren’t spouses, disabled, chronically ill, minor children or more than 10 years younger than the IRA owner must drain the accounts within 10 years of the original owner’s death.

Please schedule an appointment to discuss further.

10/17/2022

Market volatility can be concerning, but it's important to stay the course, especially with your long-term assets. This little piece illustrates that point