Heather was featured in Financial Planning discussing why Health Savings Accounts (HSAs) can be a powerful retirement planning tool. She shared how strategically funding and preserving HSA assets may provide greater long-term tax advantages and help retirees better...
Heather joined the Annuity Chat with North American podcast to discuss three common Social Security mistakes that can significantly impact retirement income. She shared practical strategies for making informed claiming decisions and maximizing Social Security benefits...
Heather partnered with The Retirement Advisor Council to present Empowering Women's Retirement, an educational webinar created specifically for financial professionals. The session explores the unique retirement challenges women face and provides practical planning...
When your healthcare is tied to your employer, your coverage costs are relatively predictable. It doesn't matter if you had a record-breaking sales year or a quiet one; the premium is the premium. Retirement has a way of complicating things. Medicare enrollees with...
Heather was featured in the Orlando Sentinel's The Savings Game column discussing how ongoing uncertainty surrounding Social Security may affect future retirees. She shared practical planning strategies to help individuals prepare for potential benefit changes,...
If your clients have been asking whether Social Security taxes are disappearing, you’re not alone. Headlines and social media have created the impression that benefits will soon be tax-free. That’s not the case. A new temporary tax deduction could provide modest...
Here in Metro Atlanta, we’ve just had two back-to-back winter storm weekends. And with each forecast came the same familiar grocery store scene: shelves wiped clean. Bread. Milk. Eggs. Gone. What everyone plans to do with all that milk and bread is a question for...
Heather was featured in TheStreet’s article explaining how much Social Security is likely to pay you in retirement, including how benefits vary based on lifetime earnings and claiming age. Read the full article here.
In this episode of Safe Money Radio, Heather discusses key retirement planning updates, including Social Security changes for 2026 and the impact of Medicare and taxes. Watch below or click here to watch on YouTube.
In this special 800th episode, Brad interviews Heather to discuss the leading research surrounding retirement income strategies and what it means for building a more secure and sustainable retirement plan. Watch below or click here to watch on YouTube.
A companion resource to Ed Slott's IRA Newsletter, this is the go-to "all things Social Security" newsletter and reference tool for financial professionals. Providing practical applications to commonly asked and misunderstood claiming rules, Social Security Advisor is a must-have for any financial and tax professional who wants to add value to their financial and tax planning process.
