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Timely advice and thought leadership from our experts.

Questions to Ask a Financial Professional Before Investing Money With Them

Shanna Tingom, AAMS®

Working With A Financial Professional

Jul 25, 2025 12:54:42 PM

Choosing a financial professional is kind of like buying a mattress. There are a lot of choices. Dif...

What to Expect at Your First Appointment with A Financial Advisor Consultant

Shanna Tingom, AAMS®

Working With A Financial Professional

Jul 25, 2025 12:44:56 PM

My Grandpa Maxwell, known as Junior to family and friends, HATED going to the doctor and he would av...

10 Questions to Ask Your Financial Professional

Shanna Tingom, AAMS®

Working With A Financial Professional

Jul 25, 2025 11:52:47 AM

As a financial professional, I understand the responsibility I have to my clients and to your money ...

Divorce Planning for Women - What to do with finances post-divorce

Shanna Tingom, AAMS®

Women In Business Working With A Financial Professional

Jul 24, 2025 4:28:53 PM

When the divorce decree becomes finalized, your work isn’t over. In fact, when it comes to divorce p...

Can You Catch Up On Retirement Savings?

Shanna Tingom, AAMS®

Financial Planning Retirement Planning Working With A Financial Professional

Sep 27, 2022 10:00:00 AM

If you've been reading financial advice for a while, you'll probably have heard repeatedly that savi...

Maridea Wealth Management, LLC ("Maridea"), is an SEC registered investment adviser also doing business as Heritage Financial Strategies (“Heritage”). SEC registration does not imply any specific level of skill or training.

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The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Heritage Financial Strategies does not represent the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies, sites, information and programs made available through this site. As of 2017, Shanna has become a Smartvestor Pro in affiliation with author and renown financial advisor, Dave Ramsey.