Heide Wealth Management Group

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!

07/29/2026

The technical backdrop for equity markets remains positive with healthy participation across sectors. However, a breakout by U.S. long-term rates above their 2.5-year trading ranges would risk the equity market cycle that began in Q4 2022.

07/22/2026

Financing a child’s college education doesn’t have to fall solely on parents’ shoulders. Here’s how families can work together across generations to turn a significant expense into a strategic opportunity.

07/15/2026

Setting goals isn't just something we talk about with clients, it's something our RBC ambassador Shane Lowry lives every day on tour.

Watch Shane open up about his goal-setting process and what drives him forward. The discipline it takes to compete at the Ryder Cup is the same discipline we bring to your wealth plan.

07/09/2026

Did you know the best bucket list moments don’t just happen? They’re planned for. Meticulously. And that makes the payoff, whether it’s at the beach, the mountains or some far-off destination, all that much sweeter.

𝐘𝐨𝐮𝐫 𝐛𝐮𝐜𝐤𝐞𝐭 𝐥𝐢𝐬𝐭 𝐢𝐬 𝐜𝐚𝐥𝐥𝐢𝐧𝐠. Let’s chat about how to make it happen.

07/02/2026

Businesses may increasingly find their ability to pass higher prices on to U.S. consumers is eroding for the first time after the pandemic.