The Investment Center - Heidi Strutz

The Investment Center - Heidi Strutz Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.

We offer assistance with Investment Services, Retirement Planning, and 401K Rollover Education.
*For full disclosures, please see our website at www.heidistrutz.com. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of AL, CO

, FL, IN, MI and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

09/04/2026
One of the greatest parts of my job as a financial professional is working with families, helping them pursue their goal...
09/02/2026

One of the greatest parts of my job as a financial professional is working with families, helping them pursue their goals. Among the most important of those family goals is saving for college.

September is College Savings Month, and it's a good time to think about what you want your child's future to look like. ...
09/01/2026

September is College Savings Month, and it's a good time to think about what you want your child's future to look like. Every family's situation is different. If you have questions about what college savings options might make sense for your household, reach out. That's exactly what we're here for.

Pencils ✏️ Notebooks 📓 Backpacks 🎒 But what about your child's financial education? A 2013 Cambridge University study fo...
08/31/2026

Pencils ✏️ Notebooks 📓 Backpacks 🎒 But what about your child's financial education?

A 2013 Cambridge University study found money habits formed by age seven! Add money smarts to your checklist this back-to-school season with these age-appropriate financial lessons. Turn everyday activities into learning experiences that will set them up for success. Which of these steps have you already taken with your kids?

Recognize National Make-a-Will Month by taking control of your estate. Make sure your wishes are known and help protect ...
08/15/2026

Recognize National Make-a-Will Month by taking control of your estate. Make sure your wishes are known and help protect your loved ones from uncertainty.

If you inherited an individual retirement account (IRA) in 2020, you're 5 years in.That means you have just 5 years left...
08/14/2026

If you inherited an individual retirement account (IRA) in 2020, you're 5 years in.
That means you have just 5 years left to deplete the account if you want to avoid penalties.

What should you do now?
✅ Review the remaining balance
✅ Evaluate your tax bracket
✅ Start or adjust your withdrawal strategy
✅ Consider changes coming in down the road

📞 Don’t guess. A financial professional can help you make smart moves from here.



Source: IRS.gov, August 26, 2024
https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-beneficiary

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1917 N Stephenson Avenue
Iron Mountain, MI
49801

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