"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 the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Being healthy not only makes you feel good, it may also help you financially.
A few strategies that may help you prepare for the cost of higher education.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Understanding the economy's cycles can help put current business conditions in better perspective.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
What is your plan for health care during retirement?
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, cracking the code on bonds.
Smart investors take the time to separate emotion from fact.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
In the world of finance, the effects of the "confidence gap" can be especially apparent.