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.
Important Details on Student Loan Relief
This article highlights the important details of student loan forgiveness and what your clients will need to do to make sure they qualify.
Setting Financial Goals: It's Necessary for Success
Financial goals sound long-term and boring, but they don't have to be. Heights Wealth Management can help you set your short-term FUN goals and your long-term serious ones as well. Having a process is the important part to achieving your financial freedom.