Welcome to Heritage First
Please explore our site where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

Your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This site contains information to help you gain a better understanding of the financial concepts behind insurance, investing, retirement planning, estate planning, and wealth preservation. Yet, there is more. For those interested, you will learn more about defining personal significance after the achievement of financial success. Your legacy can be measured by much more than your balance sheet. Learn how.

We are here to help you--to educate you about the concepts of financial planning. 

Thank you for visiting our site.  Feel free to browse some more and know that we stand ready to serve you and all your financial needs.
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Newsletters
  • Changes to Social Security Claiming Strategies
    The Bipartisan Budget Act of 2015 included a section titled "Closure of Unintended Loopholes" that ends two Social Security claiming strategies that have become
  • Filing Your 2015 Federal Income Tax Return
    Whether you're preparing your own tax return or paying someone to do it for you, tax season can be a stressful time of year. Make things easier on yourself by pulling
  • Quiz: Which Birthdays Are Financial Milestones?
    When it comes to your finances, some birthdays are more important than others. Take this quiz to see if you can identify the ages that might trigger financial changes.
  • What are required minimum distributions (RMDs)?
    Traditional IRAs and employer retirement plans such as 401(k)s and 403(b)s offer several tax advantages, including the ability to defer income taxes on both
  • Should I delay taking my first RMD?
    Your first RMD from a traditional IRA and an employer retirement plan must be taken for the calendar year in which you turn 70-1/2. However, if you're still working, you
    
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Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), Member FINRA/SIPC.  NFPAS. is not affiliated with Heritage First.
NFPAS does not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFPAS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact NFPAS Compliance Department at 512-697-6000.