Heritage Financial Partners

Avoiding these common mistakes during retirement can put you on the right path to enjoying your second act: https://pages.heritagefinancialllc.com/nyhAAA_resource?guidekey=8-retirement-blunders&_gl=1*192d5ar*_gcl_au*MTgwNjI0MTE0NC4xNzI5NzgxMDk4*_ga*MjAxMjU5MzE3Ni4xNzIyMDA0MTU5*_ga_C4PE7EFR6L*MTczMDEzODIxMi4xMDMuMS4xNzMwMTQwMjc5LjU5LjAuMA..

Fundraising Friday - we are helping raise money for the incredible World Central Kitchen - an organization that rushes to the frontlines of disasters worldwide, serving hot, fresh meals to communities when they need it most.
World Central Kitchen's dedicated team of chefs and volunteers work tirelessly to:

-Prepare fresh, nutritious meals in crisis zones
-Respond rapidly to emergencies
-Support local communities during their greatest time of need

Your donation, no matter the size, helps WCK continue their vital mission of providing comfort and nourishment when it's needed most.

Be a part of this vital mission. Click below to donate - together, we can turn compassion into action! ❤️

https://donate.wck.org/team/613452



For the most up-to-date information about World Central Kitchen's impact and current initiatives, visit their official website or social media channels.

Curious about retiring overseas? From taxes to health care access, here are the financial considerations you should think about first: https://www.heritagefinancialllc.com/insights/blog/retiring-abroad-more-practical-than-you-think/

We’ve found that once a bull market makes it to the start of its third year (like this one has), many more years of gains would be quite likely. Learn more: https://www.heritagefinancialllc.com/insights/blog/market-commentary-stocks-finally-take-a-breather/

If you're getting close to retirement, we’re here to help. Discover what steps you should take to get your finances in order so you can retire with greater confidence. https://www.heritagefinancialllc.com/insights/blog/getting-ready-for-retirement-take-these-essential-steps-for-a-smooth-transition/

As we inch closer to the election, some volatility is normal. But what should investors keep in mind during this year’s election? https://www.heritagefinancialllc.com/insights/blog/market-commentary-stocks-finally-take-a-breather/

Thinking of spending retirement abroad? It could be more practical than you think! Discover essential factors like taxes, health care, housing and residency requirements to consider before making the leap. Read more: https://www.heritagefinancialllc.com/insights/blog/retiring-abroad-more-practical-than-you-think/

After six straight weeks of new highs, stocks finally fell last week. Why should investors remain bullish? https://www.heritagefinancialllc.com/insights/blog/market-commentary-stocks-finally-take-a-breather/

Confused over how much your household is allowed to save in Roth and traditional IRAs each year? Our quick and easy-to-use calculator can help you identify your annual IRA contribution limits. https://www.heritagefinancialllc.com/calculator-roth-ira-traditional-ira/

Download our free guide to help you manage your health care costs in retirement: https://pages.heritagefinancialllc.com/nyhAAA_resource?guidekey=health-care-costs-in-retirement&_gl=1*p2cp76*_gcl_au*MjE0NjA4MjM5LjE3MjIwMDQxNTk.*_ga*MjAxMjU5MzE3Ni4xNzIyMDA0MTU5*_ga_C4PE7EFR6L*MTcyOTUzMDk0MC44OC4xLjE3Mjk1MzE4MjcuNDEuMC4w

Both Harris and Trump are expected to enact policies that increase the deficit. Let’s take a look at their estimated increases and what that could ultimately mean for investors. https://www.heritagefinancialllc.com/insights/blog/market-commentary-stocks-make-more-new-highs-as-election-approaches/

You’ve put a lot of time and effort into your retirement plan. But have you thought through all the potential pitfalls that could derail your ideal retirement? https://www.heritagefinancialllc.com/insights/blog/4-hurdles-in-retirement-beyond-your-investment-portfolio/

For many retirees, health care is their biggest expense. Learn how Medicare can help play an important role in your retirement plan. https://pages.heritagefinancialllc.com/nyhAAA_resource?guidekey=health-care-costs-in-retirement&_gl=1*p2cp76*_gcl_au*MjE0NjA4MjM5LjE3MjIwMDQxNTk.*_ga*MjAxMjU5MzE3Ni4xNzIyMDA0MTU5*_ga_C4PE7EFR6L*MTcyOTUzMDk0MC44OC4xLjE3Mjk1MzE4MjcuNDEuMC4w

Election Day is just over two weeks away, with the presidential race and control over the House still near a coin toss. What are the main market risks if either side wins? https://www.heritagefinancialllc.com/insights/blog/market-commentary-stocks-make-more-new-highs-as-election-approaches/

There’s a lot more to retirement planning than setting up a 401(k). Find out about the top four obstacles that could derail your finances in retirement and how you can avoid the potential pitfalls. https://www.heritagefinancialllc.com/insights/blog/4-hurdles-in-retirement-beyond-your-investment-portfolio/

We may sound like a broken record, but the S&P 500 hit new all-time highs last week. In fact, a total of 47 new all-time highs have taken place already this year. But are we in for a down week soon? https://www.heritagefinancialllc.com/insights/blog/market-commentary-stocks-make-more-new-highs-as-election-approaches/

Wondering if the time is right to clock out once and for all? Take our quick quiz to determine whether you're adequately prepared to retire early – or if you should keep working. https://pages.heritagefinancialllc.com/nyhAAA_resource?guidekey=can-i-afford-to-retire-early&_gl=1*1u9rs3m*_gcl_au*MjE0NjA4MjM5LjE3MjIwMDQxNTk.*_ga*MjAxMjU5MzE3Ni4xNzIyMDA0MTU5*_ga_C4PE7EFR6L*MTcyODkyODA4My43NS4xLjE3Mjg5Mjk1NjguMjYuMC4w

You may feel confident today about your ability to retire early. But would it be reasonable to move forward with that plan? https://www.heritagefinancialllc.com/insights/blog/thinking-about-retiring-early-8-things-to-consider-first/

Stocks soared to new highs again last week, with the S&P 500 now up five weeks in a row.
But October during presidential election years is prone to volatility, so let’s not get too complacent. Learn more: https://www.heritagefinancialllc.com/insights/blog/market-commentary-bull-market-turns-two/

You've planned and saved for years for your retirement. Now that you’re nearly there, let’s check in on what not to do – so you can retire with greater confidence. https://pages.heritagefinancialllc.com/nyhAAA_resource?guidekey=8-retirement-blunders&_gl=1*tay6x8*_gcl_au*MjE0NjA4MjM5LjE3MjIwMDQxNTk.*_ga*MjAxMjU5MzE3Ni4xNzIyMDA0MTU5*_ga_C4PE7EFR6L*MTcyODkyODA4My43NS4xLjE3Mjg5MjkzMDMuNTkuMC4w

Is it your goal to retire early? Find out what you need to consider before deciding whether you can truly afford an early retirement. https://www.heritagefinancialllc.com/insights/blog/thinking-about-retiring-early-8-things-to-consider-first/

The Consumer Price Index (CPI) is up 2.4% year over year — the slowest pace since March 2021. Could this mean more interest rate cuts from the Federal Reserve? https://www.heritagefinancialllc.com/insights/blog/market-commentary-bull-market-turns-two/

Avoiding these common mistakes during retirement can put you on the right path to enjoying your second act: https://pages.heritagefinancialllc.com/nyhAAA_resource?guidekey=8-retirement-blunders&_gl=1*tay6x8*_gcl_au*MjE0NjA4MjM5LjE3MjIwMDQxNTk.*_ga*MjAxMjU5MzE3Ni4xNzIyMDA0MTU5*_ga_C4PE7EFR6L*MTcyODkyODA4My43NS4xLjE3Mjg5MjkzMDMuNTkuMC4w

The bull market officially turned two over the weekend. Two years is a long time, but the average bull market has lasted more than five years. What’s the outlook for this market? https://www.heritagefinancialllc.com/insights/blog/market-commentary-bull-market-turns-two/

You may be mentally prepared for retirement, but would you be OK financially if you were to retire today? Find out if you’re ready for retirement by answering these six questions: https://www.heritagefinancialllc.com/retirement-planning-quiz/