Heintz Wealth Management

Heintz Wealth Management Heintz Wealth Management builds financial plans for individuals and families to connect their money to their lifestyles.

We go beyond facts and figures and focus on the human element, balancing values and relationships with expertise and loyalty

As February kicks off, it’s the perfect time to show some love to one of our favorite financial topics: investment vehic...
02/12/2026

As February kicks off, it’s the perfect time to show some love to one of our favorite financial topics: investment vehicles. You might know that investment vehicles are tools investors use to grow money, but do you know how specific investment vehicles work? Take our short quiz to find out.

Looking for more dedicated financial education and guidance? Give us a call today. We’re here to help you build a stronger financial future.

💼 Part 2 of 5 is here: *The Price of Inheriting* “When wealth changes hands, so do responsibilities.”Inheriting money m...
02/10/2026

💼 Part 2 of 5 is here: *The Price of Inheriting*
“When wealth changes hands, so do responsibilities.”

Inheriting money may feel like a windfall — but the truth is, it comes with real financial, emotional, and behavioral costs. From unexpected taxes to the 10-year IRA rule to the emotional weight of sudden wealth, understanding these factors is essential to protecting the legacy you’ve worked hard to build.

In Part 2 of our series, we break down the hidden costs of inheriting and how thoughtful planning can transform an overwhelming transition into an empowering one.

Read the full post:
https://www.heintzwealth.com/blog/part-2-price-of-inheriting

It’s February, and what better way to share the love than with a feel-good story all about dreams becoming reignited.For...
02/10/2026

It’s February, and what better way to share the love than with a feel-good story all about dreams becoming reignited.

For Kent Broussard, his dream centered on music and football. As a young boy in 1968, he watched the Louisiana State University (LSU) marching band take the field and thought, “Someday, I want to be in that band.” Life ultimately took him down another path — family, career, decades as an accountant — but this dream lingered quietly in the background.

Now 66, Kent decided it was finally time to take the leap. He re-learned the tuba, trained to keep up with college students, and enrolled at LSU to chase the dream head-on. After months of dedication, Kent earned his spot, becoming the oldest member of the Golden Band from Tigerland by more than 40 years!

This February, his story reminds us it’s never too late to reignite a passion, revisit an old love, or chase a goal that’s been waiting patiently for its moment.

Read the full story here: https://www.goodnewsnetwork.org/66-year-old-man-fulfills-lifelong-dream-and-becomes-oldest-member-of-lsu-marching-band/

During this month of love, we are sharing a timely reminder: love is priceless, but relationship milestones aren’t. For ...
02/09/2026

During this month of love, we are sharing a timely reminder: love is priceless, but relationship milestones aren’t. For those in love and on a budget, here is an overview of key relationship costs:

💘 Date night reality check: The average American will spend about $2,279 on dates in a year.
💘 Ring talk: The average cost of an engagement ring in 2025 was about $5,000, with about 33% of Americans spending less than $3,000.
💘 Wedding budget ballpark: The average wedding costs about $33,000 in 2025, with the average cost-per-guest coming to $284.
💘Honeymoon spending: Over the past few years, the average cost of the honeymoon has lingered around $5,000, though the exact cost will depend on the destination and length of stay.
💘Home-buying costs: For many Americans, purchasing a home is a common step after tying the knot. In 2025, the median list price of a home was $405,967.

If you want to discuss an investment strategy to help support these milestones, call our office. We’ll help you make sure your financial picture can accommodate these events.

This February 8th will mark not just one of the biggest nights in sports, but also one of the most influential economic ...
02/06/2026

This February 8th will mark not just one of the biggest nights in sports, but also one of the most influential economic events of the year. As we look ahead to the big game, we’re breaking down the numbers that shaped the event in 2025.

Swipe through to see the key financial stats, spending trends, and economic impact behind the most-watched event in the country.

Wishing each of you an enjoyable game — whether you’re watching the football, focusing on the commercials, or in search of the best gameday snack!

Thinking about updating your 401(k) vesting schedules? Choosing the right vesting option depends on your business’s rete...
02/04/2026

Thinking about updating your 401(k) vesting schedules? Choosing the right vesting option depends on your business’s retention goals and administrative load. Swipe to see the differences between cliff vesting and graded vesting.

If you have questions about vesting, employer match design, or how this could work for your team, call our office. We’d be happy to walk you through the options and trade-offs.

The Federal Reserve (Fed) concluded its first meeting of 2026 by deciding to hold interest rates steady at 3.50%-3.75%. ...
02/03/2026

The Federal Reserve (Fed) concluded its first meeting of 2026 by deciding to hold interest rates steady at 3.50%-3.75%. But what does this mean for everyday Americans? Swipe through to learn more.

Also check out part one of a five part series called "What Does It Cost?" about the financial and non-financial implications of the cost of borrowing. https://tinyurl.com/WDIC1

As always, we are paying close attention to key economic data and policy shifts. If you have any immediate questions or would like to talk through your current strategy, give us a call.

February is Financial Aid Awareness Month, making it a great time to shed light on a common struggle many are facing: re...
02/03/2026

February is Financial Aid Awareness Month, making it a great time to shed light on a common struggle many are facing: repaying student loans while trying to save for retirement. While balancing both can be challenging, it is not impossible. Swipe through to learn more.

If you’d like to run through your specific numbers and talk through your best next steps, feel free to give us a call. We’re here to help.

National College Financial Prep Week is the perfect time to review your college savings strategy. Here are a few points ...
01/31/2026

National College Financial Prep Week is the perfect time to review your college savings strategy. Here are a few points to consider:

✅A 529 Plan offers tax-advantaged growth and can be used for qualified education expenses like tuition, fees, and even some K–12 costs.

✅Recently, 529 plans were updated under the SECURE 2.0 act to include the ability to roll unused funds into a Roth IRA. However, there are several important limitations to be aware of.

✅ If a 529 plan isn’t right for you, you have other options like Coverdell ESAs or custodial accounts (UGMAs/UTMAs).

✅The best plan for you and your student depends on your goals, timeline, and tax picture.

Regardless of which plan you pick, you’ll want to start early, even with small contributions.

Regular contributions combined with compound growth can make a big impact on a college savings plan.

If you want to review your options, give us a call. We are here as a resource.

National College Financial Prep Week is here. It’s a perfect reminder for students and parents that it’s time to get you...
01/29/2026

National College Financial Prep Week is here. It’s a perfect reminder for students and parents that it’s time to get your Free Application for Federal Student Aid (FAFSA) application in if you haven’t already.

Here’s why it matters:

✅ The FAFSA is the gateway to federal grants, work-study programs, and federal student loans.
✅ Many states and colleges use FAFSA results to determine scholarship eligibility. It’s not just used for need-based aid; it is also considered for merit scholarships.
✅ Filing earlier (the FAFSA for 2026-2027 is open now) can help increase your chances of receiving the best aid package possible.

If you have questions about how student loans fit into your overall financial plan — or how they may affect your family’s long-term wealth management goals — we’d be glad to walk through the options with you. Give us a call anytime.

This Financial Wellness Month, we wanted to highlight an important component of your long-term financial health: retirem...
01/28/2026

This Financial Wellness Month, we wanted to highlight an important component of your long-term financial health: retirement contributions.

You might think that contributing the full amount to your account each year is the best move, but that might not always be the case.

For some, maxing out their retirement accounts can improve their financial stability and boost the compound growth in their accounts. However, for others, focusing on maxing out retirement funds can make it harder to save for other important expenses or goals.

Your financial plan should be tailored to your life stage and long-term goals. We’re here to make sure that your retirement contribution strategy makes sense for your financial picture. If you have questions about your retirement accounts or your contribution strategy, give us a call. We’re here to help you achieve your goals.

To start the new year off with some positivity, we’re sharing a heartwarming story from Victoria, Australia, where a gol...
01/27/2026

To start the new year off with some positivity, we’re sharing a heartwarming story from Victoria, Australia, where a golden retriever named Denni surprised her owner by offering an unlikely ride to a baby koala.

Upon hearing some commotion in the yard, Denni’s owner, Steve, stepped outside to find the young joey clinging to Denni’s back, perfectly content. It’s believed the koala had fallen from a nearby tree, and Denni instinctively offered comfort and support.

After a brief adventure around the backyard, Steve carefully returned the baby to a nearby tree, where its mother later came back to retrieve it. A simple gesture from one animal to another, but one that continues to bring smiles around the world.

Read the full story here: https://www.goodnewsnetwork.org/guy-was-shocked-to-find-his-dog-giving-a-baby-koala-a-piggyback-ride/

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