Heide Wealth Management Group

10/14/2026

We love how technology makes life easier, but the flip side is that it's made things easier for cybercriminals too and none of us is off limits. That's why we take protecting your personal information so seriously. Here's how we work behind the scenes to help keep your data safe. https://bit.ly/4hMtcc4

10/07/2026

For most of the past two decades, the U.S. power system had a relatively simple job: maintaining the grid for an economy where electricity demand barely grew. But that job is changing quickly.

09/23/2026

Shane Lowry thinks beyond the next tournament. He thinks about his family's future and the legacy he is building for them. That long-game mindset is exactly how we approach legacy and wealth planning with our clients.

09/13/2026

Happy Grandparent's Day! Being their Papa is one of the best things in my life!

09/06/2026

It's National Read a Book day! I've read a couple of good books recently. The Foster Family by Nicole Trope and The First Gentleman by Bill Clinton & James Patterson.

08/26/2026

It's back-to-school season. Is your child's education plan ready?

A new school year has a way of making the future feel closer. Backpacks, first-day photos, school supply lists. And for many families, it's also a natural moment to ask: are we doing enough to plan for what's ahead?

An educational savings plan is one of the most flexible tools available for education planning. Contributions grow tax-free, withdrawals for qualified expenses are tax-free and there are no income limits to participate. This season is a great prompt to start the conversation.

08/22/2026

Our team was proud to be a sponsor at the 2nd annual Barrett's Win It Invitational golf outing. Proceeds support research, improved diagnosis, and care for those living with Chronic Traumatic Encephalopathy (CTE) as we fund efforts to find causes and a cure.

08/19/2026

RBC Wealth Management’s Head of Wealth Strategies Angie O’Leary believes in aligning each client’s wealth with their legacy and purpose. Take a look at this article to learn more about her approach to connecting with clients, and read about the views of other members of the Forbes Finance Council.

In many cases, these clients were underserved at prior firms and value open communication to discuss the issues on their minds.

08/17/2026

Longevity isn't just a golf term, it's a financial one, too. RBC ambassador Shane Lowry opens up about what it takes to stay elite for the long run: the self-care, the mentors who shaped him and the importance of enjoying every step of the journey.

It's a mindset we bring to long-term wealth planning every single day.

08/04/2026

It's National Chocolate Chip Cookie Day! The office enjoyed celebrating this occasion!