Louis Fahrbach, Financial Planner with Heritage Planners

11/18/2021

Worried about Turnover ? At Heritage Planners, we have been continuously helping businesses implement different strategies to keep top talent at their company. See article below as one of the examples we've been utilizing :

These tax-advantaged retirement savings plans have their pros and cons, and employers and employees must follow strict guidelines.

11/15/2021

Thinking about retirement ? Wondering what some of the biggest mistakes are ?

Learn how you can avoid these 11 common financial mistakes with your retirement savings.

09/04/2021

Already a Millionaire ? Looking to become one ?

Here are 3 things millionaires are doing today to maintain and grow their net worth.

From having a financial plan, to finding passive income opportunities and investing, these are three ways that millionaires are growing their net worth.

09/02/2021

What works better for investing, lump sum or dollar-cost averaging ?

What strategy are you implementing ?

If you're debating between investing a large sum immediately or at set intervals, be aware that one strategy tends to outperform the other.

08/30/2021

Do you own a business or are you potentially looking to purchase one ? Here are a few pieces for consideration in regards to Buy-Sell Agreements.

The Small Business Administration reports that there are nearly 30 million privately held businesses in the United States, of which nearly 6 million have

07/08/2021

Ever wonder how to handle money with family members. This article lays out some basics. Good piece to keep in mind, and as the article says "A broke person can’t help another broke person ".

Have you ever had a good or bad experience with giving money to family members ?

You also want to avoid putting your own finances in jeopardy.

07/05/2021

Happy Birthday to The United States of America. We are so blessed to be citizens of this country.

03/11/2021

No matter where you are in life, it's important to have a budget and savings approach. At New York Life, we not only protect your income but can help you develop a strategy for the future. Ask me about your financial goals and we can put together a strategy with budget to meet them.

Discover with New York Life how you can start saving money, no matter how much you make. Learn how to budget, cut unnecessary costs, and maximize your savings.

03/23/2020

Wondering how the COVID 19' will effect your long term plans ? Maybe you need to make plans, or see if the current plan you have in place, still meets your objectives !

As a holistic Financial Planner we prepare our clients for times like these.

Though we are temporarily not conducting any in person meetings we are working with clients via Zoom Video Communications .

Whether you are anxious, depressed, nervous, or fearful. We would be glad to talk with you about any concerns, the process is very easy.

Private message us and we'd be glad to work you into the calendar before April 3rd !

02/24/2020

A goal properly set is halfway reached. - Zig Ziglar

02/17/2020

Expect the best. Prepare for the worst. Capitalize on what comes. - Zig Ziglar

02/10/2020

If you aim at nothing, you will hit it every time. - Zig Ziglar