Curtis Marant of American Heritage Financial

03/28/2025

07/30/2024

Are your 401(k) dollars working as hard as possible for you? Sometimes, “lazy” retirement dollars can be repurposed to provide different value in retirement. Want to learn more; let’s chat.

I help parents, caregivers & professionals build smart financial strategies—so your future is secure and your family is protected.

07/25/2024

You’ve done an amazing job preparing for . Congrats! What if you could use some of those dollars to help provide for future extended care needs. Let’s talk.

07/22/2024

Have funds you’re holding on to? You can’t keep them in your account(s) indefinitely. Required minimum distributions (RMDs) will impact you at a certain age. Let’s work together to develop a strategy that can help you get ahead of RMDs... and maybe more.

07/16/2024

Preparing now for an unforeseen long-term care event can help you live the life you want in retirement. Learn more at

07/02/2024

Care for her without being the caregiver. Preparing now for an unforeseen long-term care event can help you live the life you want in retirement.

10/13/2021

Taking stock of your finances and how to plan for the future is crucial in keeping financial stress at bay.

Older sets love to toss around the term "millennials" to describe naive young adults who have yet to meet the big, mean world outside. The truth is, the oldest millennials are now turning 40. They're...

10/12/2021

The impact of stress alone on one's body has always been cause for concern when it comes to weight gain.

New data shows the pandemic exacerbated an already fast-growing problem, tipping more Americans' weight over the scales into unhealthy territory.

10/07/2021

: Map out your internal processes with the customer’s experience in mind. Identify (and quantify) the value the customer receives at every point.

10/07/2021

Designing tech for an older generation presents both new challenges and opportunities.

As boomers age, a new crop of iPads and Alexas are popping up. Are they necessary?

10/06/2021

Millennials have had an uphill battle as cost of living has far outpaced current wages.

Two recessions before the age of 40, student debt, and soaring cost of living kept millennials from building wealth, even though they're getting paid.