Heitzman & Associates, Inc.

Life Insurance Needs Calculator

Life Insurance Needs Calculator Answer a few simple questions to estimate the amount of life insurance coverage you need to take care of your family.

Debt: Terms, Types and Tips for How to Handle It

Debt Types and Terms to Know - NerdWallet Learn this ins and outs of debt so you can make smart financial choices.

Making the Transition

Making the Transition When Tom was tragically killed in a snowmobiling accident at just 45, the world collapsed for Jeanie and the kids. Grief overwhelmed them, but thanks to Tom’s life insurance, financial tragedy did not.

Americans aren’t turning retirement plans into action

Americans aren’t turning retirement plans into action, LIMRA finds Nearly six in 10 pre-retirees consider themselves well prepared for retirement, while about four in 10 do not, new LIMRA research finds.

50/30/20 Budget Calculator

Monthly Budget Calculator - NerdWallet This free budget calculator uses the 50/30/20 rule to suggest how much of your monthly income to should go to needs, wants and savings.

Is Social Security enough for most Americans to live on in retirement?
https://finance.yahoo.com/video/social-security-enough-most-americans-203506020.html

Mini retirements: Worth it, or a career killer?

What is a mini retirement? | Fidelity Mini retirements, or micro retirements, are extended breaks from work that give people time to travel, recharge, pursue goals, or focus on family before returning to their careers.

How to Find the Best Travel Insurance

How to Find the Best Travel Insurance - NerdWallet Find out whether you need travel insurance for your next trip, what it covers, and how to compare and shop for the best plan.

The Possibility of a New Life

The Possibility of a New Life Liz Fiedler tells how life insurance helped her and her two young daughters when her husband died unexpectedly at 39.

The Importance of Having a Will
https://finred.usalearning.gov/Planning/ImportanceofHavingaWill