retirement + investing + emotions

Weekly Economic Update for June 17, 2019

Heck Capital Supported Lakeland STAR School/Academy During Golf Outing

Heck Capital Advisors employees recently supported Lakeland STAR School/Academy by participating in their annual Lakeland STAR Golf Outing. Our very own Stevie Radzinski serves as Secretary of the board for Lakeland STAR School/Academy and volunteered at the event.

Heck Capital Participates in National Autism Awareness Month

Heck Capital is a proud supporter of Autism Awareness. We carried on our yearly tradition of supporting Autism Awareness Month by participating in “Light It Up Blue", an effort where businesses and monuments around the world light the outside of their buildings BLUE in recognition of autism.

US retirement plan assets

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Elder Care Conversations

Elder3.jpgEmotions involved with caring for the elderly can seem almost as overwhelming as the finances. As your loved ones age, what topics must you be ready to discuss? Beyond money, you need to talk about independence and basic preferences for the way individuals want to live or die.

First, realize that you’re far from alone. According to the Genworth 2014 Cost of Care Survey, at least 70% of people older than 65 will eventually need some degree of long-term care (national median cost for a private room in a nursing home: $240 per day).

Here are some ideas to get the conversation going:

Retirement In Sight for June, 2019

Can an IRA Be a College Savings Vehicle?

You might be surprised at its potential.

An IRA is a retirement savings account, right? Indeed. IRA stands for Individual Retirement Arrangement. Even with that definition, however, there is no prohibition on using an IRA to save for other purposes, such as funding a college education.  

Easy Ways To Financial Health

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Trusts

 

15 Money saving Apps you should check out!

 

Don’t know where to start making changes that will save you money? Here are some apps that are designed to help you make better decisions about your professional and personal finances:

1. Chime

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Earl Schultz and Shannon LaRosse are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Strategic Wealth Advisory is not affiliated with USA Financial Securities.

Earl Schultz and Shannon LaRosse are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Earl-AR; AZ; DE; FL; NC; PA; SC; VA; WV. Shannon- PA. For investment advisory services these states include: Earl-AR; AZ; DE; FL; NC; PA; RI. Shannon-PA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Being a member of Ed Slott’s Elite IRA Advisor Group does not imply a certain level of skill. Plan First, Invest Second and Asset Cycle Portfolio System are registered trademarks of USA Financial Media.

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