Heartfire Wealth

09/09/2026

🍂 September is National Preparedness Month.

While many people think about emergency kits and storm readiness, it's also a good reminder to make sure important financial and legal documents are organized and accessible.

After the storms Florida experienced in recent years, many of us understand how important it is to be prepared. While we've been fortunate to see a relatively quiet storm season so far, it only takes a little planning today to help create peace of mind tomorrow.

A few items worth reviewing:
✅ Beneficiary designations
✅ Estate planning documents
✅ Insurance information
✅ Trusted emergency contacts
✅ Secure storage of important records

Stay prepared, enjoy the slower season, and take comfort in knowing your important affairs are in order.

07/15/2026

🎉 We finally figured out what happens after 5 years at Heartfire Wealth... 🎉
Apparently, you get a plaque, a photo, and a well-deserved shoutout! 😄

🙌 Three amazing teammates. One big milestone. 🙌
Congratulations to Kim, Sam, and Jody on reaching their 5-year anniversaries with Heartfire Wealth!

We couldn't let the occasion pass without gathering around our 5-Year Anniversary Plaque for a photo and a little celebration. 📸🎉

Thank you for five years of dedication, teamwork, and helping make Heartfire Wealth such a special place. Here's to all you've accomplished—and all that's still ahead!

Drop a 👏 in the comments to help us celebrate!

07/06/2026

We invite you to read our latest article to learn more about planning for a child’s future. If you'd like to explore ways to help support a child’s future—whether it's your child, grandchild, or a special child in your life—we’d be happy to discuss the different savings options available. Let’s connect.

https://www.ameripriseadvisors.com/team/heartfire-wealth/insights/trump-accounts/?CID=AMP_gs_2026

Heartfire Wealth is an Ameriprise private wealth advisory practice in Dunedin FL. Get the personal financial advice you need.

07/04/2026

As we celebrate Independence Day, we're reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

07/02/2026

🥳 Join us in wishing Alex a very Happy 23rd Birthday! 🎂🎉
We hope your day is filled with great memories, lots of laughter, and plenty of cake. Wishing you all the best for another wonderful year ahead. Happy Birthday, Alex! 🎈✨

06/30/2026

Weekend well spent! Jody Craig (Heartfire) and Amanda Bowman enjoyed Rotary District 6950’s annual conference—especially celebrating Dunedin North Rotarian Mark Middleton’s induction as 2026–27 District Governor.

06/12/2026

🍉 Cheers to summer ☀️ We’re grateful for the opportunity to serve you and wish you a season full of sunshine, relaxation, and lasting memories.

06/10/2026

Congratulations to Canine Companions on their recent event dedicated to spreading the word about their incredible mission. The Heartfire Wealth team had a wonderful time being part of such an inspiring evening! 🐾

05/29/2026

A 529 plan can be a meaningful way to help save for future education expenses—whether for children, grandchildren, or someone special in your life—and may offer tax-advantaged growth and withdrawals for qualified education expenses.

Even small, consistent contributions can make a difference over time.

If planning for education is on your mind and you’d like to learn more or revisit your current strategy, we’re happy to help.

https://bit.ly/3RBBWHk

05/28/2026

A 529 Plan has more flexibility than you might think, including helping your loved one save for retirement. Did you know there are many ways to repurpose unused 529 Plan funds — without penalty — even if your loved one does not go to college? Get in touch to discuss your options.