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Helping Heroes Retire

Helping Heroes Retire

In the News

Possible Tax Law Changes and How They Could Impact You

Posted on February 11, 2021 by Tad S

It is official the Democratic party controls both houses of Congress as well as the White House.  This article aims to address the tax changes that they might propose as well as provide insight as to when they might go into effect.  Assuming that some version of the Biden Plan is passed into law, one… READ MORE

Is Your Financial Advisor Doing the Right Thing?

Posted on February 5, 2021 by Gregg Brant

Financial Advisor, Investment Advisor, Broker, “guy”. These are all terms that seem to be used interchangeably when talking to clients. While they might all seem to be the same thing, they can in fact be very different in terms of how your advisor is compensated, where their loyalty lies, and the objectiveness of their advice…. READ MORE

Are you sure your assets are protected?

Posted on January 22, 2021 by Gregg Brant

As the year 2020 comes towards an end we are fielding more questions surrounding asset protection for sworn officers if qualified immunity is lost. There are many layers to asset protection. The best strategy is to address all potential concerns, that way if your qualified immunity is compromised you and your family are protected. Once… READ MORE

“Make Money on your Money”

Posted on January 6, 2021 by Gregg Brant

Most of us have heard the term ‘compound interest’ before, but do you fully understand how it works and how important it is to start early? Compound interest is when you earn interest on interest. The longer the time period the more ‘compounding’ of your account value (the higher the value). The below chart is… READ MORE

Second Stimulus Checks

Posted on December 23, 2020 by Gregg Brant

Eight months after the first checks were issued we finally have a proposed bill for the second round of checks. Some of the details surrounding these checks are the same as the last time, but there are some differences. The below article provides a good rundown of the highlights of the bill. https://www.usatoday.com/story/money/2020/12/23/stimulus-checks-who-doesnt-get-stimulus-check-covid-19-relief-package/4013736001/