Heather shares a deeply personal reflection in Rethinking65 on how her mother's experience with dementia has reshaped her understanding of financial security and preparedness in retirement. Drawing from her journey as a daughter and retirement planning professional,...
Heather was featured in The Savings Game, syndicated on Yahoo Finance, sharing practical strategies to help individuals prepare for potential changes to Social Security. She offered guidance on maximizing retirement savings, reducing reliance on future benefits, and...
Are clients making Social Security decisions based on fear instead of a coordinated retirement income plan? Social Security is one of the most important retirement income levers, but Heather explains why it should not be treated as a simple break-even math problem....
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 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...
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,...
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.
Heather was quoted in AARP’s article on what to do if you’re forced into early retirement, offering insight on financial steps to take when life unexpectedly pushes you out of the workforce. Read the full article here.
Heather was featured in MoneyTalksNews’ article on how Social Security benefits could be slashed by up to ~23% by the time many workers retire, explaining how trust-fund depletion and recent policy changes may accelerate benefit reductions. Read the full article...
Heather’s commentary was highlighted in Colette Bennett’s article on the latest Social Security Trustees Report. Read the full article here.
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.
