"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
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
The true cost of raising a child may be far more than you expect.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Here’s a guide to explain all the parts of Medicare.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A special needs trust helps care for a special needs child when you’re gone.
What are your options for investing in emerging markets?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.