Jeremy Heller, CFP, CRPC, APMA

10/26/2026

Tax-loss harvesting doesn’t need to be a one-off, year-end event. Contact me to discuss a timeline and/or strategy that best suits your needs.

10/23/2026

If something feels off, pause before you act.

Today’s scams can look surprisingly legitimate, making them harder to spot — and the financial impact can be significant.

Knowing the warning signs is one way to help protect your financial life and the plan you’ve worked hard to build.

Stay ahead of bad actors by learning how to spot the top threats of 2026.

10/20/2026

A high-priced quarterback gets benched at halftime. Picking solid investments can work the same way. The flashiest, most expensive option, with all the headlines, might not be the best for your portfolio or your long-term investment plan. Sometimes you have to go with just what works.

10/19/2026

One partner is counting down the days to retirement. The other isn’t ready to leave work behind. How do you meet in the middle? CFP Board Ambassador Jeremy Shipp, CFP® shares ways couples can navigate different retirement timelines and turn competing preferences into a shared plan.

Learn how retirement planning for couples can coordinate different retirement dates, Social Security, health insurance and household cash flow.

10/15/2026

Is your Medicare coverage still working for you?

The coverage that fit your needs a few years ago may not be the best fit today.

Learn when you can make changes and what to consider as you review your options.

Get answers to common questions about changing your Medicare benefits.

10/12/2026

Did you know you may be able to take money out of your employer's 401(k), while still working, if you're over 59 1/2?

10/08/2026

As election season approaches, here are three reminders I often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, I'm happy to help.

10/05/2026

One of the most important financial planning meetings I participate in isn't about investments. It's the conversation between two people trying to build a future together.

This report highlights something I see regularly: money can be a source of stress, but it can also be a powerful tool for creating alignment, clarity, and shared purpose.

Whether you're newly married, planning for retirement, or simply trying to get on the same page financially, communication is the foundation of a successful financial partnership.

09/29/2026

Business in the front. Financial planning in the details. 😎 When it comes to your money, don't settle for a haircut-level decision. Work with a CFP® professional.

09/23/2026

The 2027–28 FAFSA®️ Form is Now Available! The FAFSA®️ form is for any student, regardless of income, who wants to be considered for federal, state, and school financial aid programs. This includes grants, scholarships, work-study funds, and loans.
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