"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
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Understanding the economy's cycles can help put current business conditions in better perspective.
Apps that help small business owners better manage and grow their business.
A look inside the U.S. government's statistics on household net worth.
Four vacation destinations you might never have thought of.
Military families face unique challenges, making personal finance even more critical.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
It’s never a bad time to speak with your financial advisor about changes in your situation.
A special needs trust helps care for a special needs child when you’re gone.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.