Blog

20 Jul 2017
  [embed]https://www.youtube.com/watch?v=fV9LlGhNqZY&feature=youtu.be[/embed]   Hello, I’m Brett Carleton. President here at Heritage Wealth Management. I wanted to take a minute today and talk to you about what a fiduciary is. This has become a topic of conversation in media this past year as the US Department of labor has passed a…
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14 Jul 2017
Don’t get taken by surprise when these expenses creep up on you.   Times are rough. We understand. It’s hard enough to find the money to cover your daily living expenses, so the idea that you should put away “extra” money for a rainy day seems preposterous.   But it…
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1. General Rule As a general rule, the account balance used for calculating required minimum distributions (RMDs) is the prior year-end account balance, with no adjustments. For example, if you are calculating an RMD for 2017 you would use the 2016 year-end account balance. If you are calculating a missed…
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Internationally-known daredevil Karl Wallenda earned his fame by performing acrobatic acts high above the ground — without a safety net.   For years, Wallenda had performed his dangerous stunts countless times without incident, but on March 22, 1978, his luck finally ran out. While walking 121 feet above the pavement…
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Dr. Lee Hausner, clinical psychologist and family wealth specialist, underscores the sentiment that the motivation for young adults to stay focused and disciplined in handling the tasks and challenges of building a career is the actual need to support themselves.1 As parents with adult children needing monetary help, you should…
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