Heartland Financial Services is a division of Heartland Credit Union, aimed at providing our membership with investment services at an institution they trust. Financial advisor Tate Hartman, CFP®, is responsible for leading the division, helping clients determine their financial goals and creating customized plans.
Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.
The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How Long Will It Take to Pay my Balance?
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to determine whether you qualify for the different types of IRAs.