Heart Financial Group

Heart Financial Group We are a holistic financial planning firm located in Olympia, WA. We specialize in retirement and income, tax, estate, and long term care planning.

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Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through t...
06/03/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
06/02/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/01/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Have you used a junk-drawer approach to manage your investments?
05/29/2026

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

It’s possible to avoid these classic retirement traps, with a little preparation.
05/28/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
05/27/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

There are ways to protect your business in the event of your death or the death of a partner.
05/26/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

Explore how inflation has affected purchasing power over the decades with this historical tool.
05/25/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

The financial risks to consider when evaluating self insurance?
05/22/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
05/21/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Address

3250 14th Avenue NW
Olympia, WA
98502

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 4pm

Telephone

+13608788065

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