Our Latest Insights

Timely advice and thought leadership from our experts.

Tax Time Guide. IRS has made some changes!

Shanna Tingom, AAMS®

Nov 23, 2021 7:56:00 AM

Internal Revenue Service has come with an initiative to assist elderly taxpayers. Tax Counseling for...

Are There Tax Breaks for Different Generations?

Shanna Tingom, AAMS®

Nov 16, 2021 7:55:00 AM

Getting older has its nuisances as your health starts to decline, eyesight and hearing can deteriora...

Estate Plan. Do you have one?

Shanna Tingom, AAMS®

Financial Planning Retirement Planning

Nov 9, 2021 7:53:00 AM

After working hard and building a little wealth, it's incumbent on you to do what's necessary to pro...

Budget For Retirement Travel

Shanna Tingom, AAMS®

Retirement Planning Budgeting

Nov 2, 2021 7:51:00 AM

For many people, the dream of traveling in retirement is strong. You may want to plan trips to see y...

Healthcare could be Your Biggest Expense in Retirement

Shanna Tingom, AAMS®

Retirement Planning Budgeting

Oct 26, 2021 6:47:00 AM

No matter what your age is, it’s important to start preparing for the time when you eventually retir...

10 Reasons You'll Love Being Retired

Shanna Tingom, AAMS®

Retire Early Retirement Planning

Oct 5, 2021 6:42:00 AM

If you are like many people, you are probably looking forward to the time when you can retire. It ma...

Laid Off Before You're Ready To Retire?

Shanna Tingom, AAMS®

Aug 4, 2020 7:00:00 AM

If you have been one of the many impacted by COVID-19 and you’re closer to retirement than some, the...

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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 renowned financial advisor, Dave Ramsey.