2025 Mid Year Update
As we pass the mid-year mark, Heights Wealth Management provides clients with an update to a stock and bond market that has been anything but normal in 2025.
How Big Should My Emergency Fund Be?
This blog explains how much you should save in an emergency fund based on your financial situation, job stability, and lifestyle. It provides practical tips on building and maintaining a safety net to handle unexpected expenses confidently.
September is National College Savings Month
Learn tips from Jon Andrew with Heights Wealth Management for saving for college in honor of National College Savings Month in September.
5 Steps for Handling an Unexpected Tax Bill
Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.
Open Enrollment Begins November 1st. Consider These 4 Tips for Choosing a Health Insurance Plan
Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.
New Retirement Contribution Limits for 2023
The IRS has released record high contribution increase for 2023. This article details the changes.