Heritage First Financial planning, retirement planning, investments, kansas city, missouri, 64112, 64113, CFP, Don, Lueke, Donald, heritage, heritage first, legacy, leagacy planning, planning, success, goals, family, philanthropy, stewardship, investing, saving, insurance, annuity, annuities, advice

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 has been created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, 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.  Significance in preparing vision statements for your family; and sharing stories and values while building family unity.  We encourage philanthropy and help with strategies in charitable giving.

We’re here to help educate you about the concepts of financial planning; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.  At Heritage First, we appreciate the value of relationship and we welcome the opportunity to be of service.  Thank you for visiting.
Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Newsletters

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

A Look at the Second-Half Outlook

Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

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