Heartland Financial Services

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Stocks largely advanced over a V-shaped week as the AI trade, led by chip stocks, pushed the S&P 500 and Nasdaq averages higher amid renewed conflict. The Standard & Poor’s 500 Index rose 1.23 percent, while the Nasdaq Composite Index...

Tate Hartman, CFP(R), CFA Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

July is National Ice Cream Month, and we found the perfect excuse to enjoy a sweet treat with the rest of the office! 🍦☀️

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

Bi-Weekly Mortgage Payments See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.