Hegarty Investment Logic

Changing Jobs? Know Your 401(k) Options Be sure you understand the options for your 401(k) plan when leaving your job.

At Hegarty Investment Logic, Estate and Retirement planning is just part of the service we provide, at no additional cost to your portfolio. Call us to learn more.

40% of Clients Would Switch Advisors for Estate Planning Services As client expectations evolve, estate planning is no longer an afterthought for financial advisors.

Better news than we expected! The US economy is truly coming off of an amazing run. Hope we can get it back on track, keep it moving forward.

U.S. added 228,000 jobs in March, beating forecasts, as economists warn of turbulence The surprise jump in hiring did little to cheer investors after Thursday's historic selloff, with analysts already saying last month's data reflects an economic reality Trump has upended.

Especially now in stressful markets...RIAs make sense.

7 Benefits of Hiring an Independent Financial Advisor An independent financial advisor is a professional who offers personalized financial guidance without being tied to a specific financial institution or product provider. This independence can allow them to recommend a broader range of financial products and strategies, which may align more closely w...

Good information for the week in markets

Market Week: February 10, 2025 The latest issue of Market Week is available.

Five New Year's Investment Resolutions Investors should consider making New Year's resolutions to lead a healthier investment life in the coming year.

As the year comes to a close, it's crucial to be aware of the important deadlines regarding required minimum distributions (RMDs)With this in mind, we have put together an overview of these deadlines and their requirements. Swipe through to learn more.

Need help planning your RMD strategy? Our team is here to assist you in navigating these requirements.

The holiday season is here, and it's easy to get swept up in the excitement of gift-giving, decorating, and celebrations. With this in mind, we have put together some practical budgeting tips to help you enjoy the festivities and decrease stress over finances. Swipe through to learn more.

And as always, if you need personalized financial advice, our team is here to assist you. Contact us today to start the conversation!

From our families to yours, we extend our warmest wishes for a wonderful Thanksgiving filled with great food, good company, and plenty of joy.

Our office will be closed on Thursday, November 28, and Friday, November 29, but we'll be back and ready to serve you on Monday, December 2.

Enjoy the holiday!

Did you know Small Business Saturday was created by American Express in 2010 to encourage more local holiday shopping? Since then, it has grown into a powerful movement supporting our communities.

To support this initiative, we have gathered some important information to showcase the scope of Small Business Saturday’s impact. Swipe through to learn more.

We hope that you will join us in shopping small and supporting your local community on Saturday, November 30, 2024!

As the holiday season approaches, we want to remind everyone about the importance of charitable giving and its tax benefits. Donations to qualified organizations must be made by December 31, 2024, to qualify for a deduction on your 2024 tax return.

Here are some key points to keep in mind as you prepare your charitable giving:

✅Contributions must go to qualified charitable organizations.
✅Keep proper documentation for your tax records.
✅Be aware of deduction limits: generally, cash contributions up to 60% of your AGI and non-cash contributions up to 50% of your AGI.

Thoughtful planning can maximize the impact of your donations while also providing tax benefits. If you have questions or need assistance with your charitable giving strategy, please reach out to our team. We're here to help!

As Thanksgiving approaches, our financial advisors are gearing up for the holiday festivities, from watching the parade to indulging in some delicious turkey. But we also know this time of year brings a flurry of financial questions from family members!

With this in mind, we've put together answers to some of the most common queries we get asked during the holidays. Swipe through to learn more.

Need personalized financial advice? Reach out to our team anytime. We're here to help you navigate your financial journey.