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We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Understanding Today's Financial Environment


Heirloom Wealth Management is a fee only, full service financial planning organization working with clients across the country. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized services focus on your needs, wants, financial goals and objectives.

Our professionals have years of experience in the financial services industry. We can help you address your needs today, while planning for tomorrow. We look forward to working with you through all stages of your life.

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Helpful Content

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

 

How Income Taxes Work

A quick look at how federal income taxes work.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Doubling Your Money

This calculator demonstrates the power of compound interest.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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