"Mike Heffernan came to me in 1999 to see if I could help him bring a best-in- class, investment solution to his top insurance clients. Many of Heffernan clients have built successful businesses and are in need of excellent investment advice to help them plan for retirement, succession, and estate planning. Our commitment to each client’s investment success is as strong today as it was when we started in 1999."
Andy Ryan, HIS Senior Investment Advisor
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Marriage changes everything, including your insurance needs.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Retirees traveling abroad need to know that their health insurance travels with them.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Good employee health can be great for the company’s bottom line.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you know how to set up your financial goals for success? This knight does.
There are hundreds of ETFs available. Should you invest in them?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Have you found yourself suddenly single? Here are 3 steps to take right now.