Resource Center
The Puzz Heritage Resource Center
Welcome to the Puzz Heritage Financials Resource Center — your go-to hub for valuable financial tools, expert insights, and educational materials to help you make informed decisions
Experience
+ 24 Years
in financial sector
Your Guide to Financial Success
Simplifying Your Financial Journey
At Puzz Heritage Financials, we understand that financial planning can feel overwhelming. That’s why we’ve created the Resource Center — a comprehensive library designed to provide you with the tools, knowledge, and expert guidance you need to make informed financial decisions.
Resources Center
Comprehensive Financial Planning
Comprehensive Financial Planning involves strategic management of your estate, insurance, lifestyle, money, retirement, and taxes to achieve long-term security.
Retirement Resource
Steps to consider so you can potentially accumulate the money you'll need to pursue
Estate Resource
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
Tax Resource
Understanding tax strategies can potentially help you better manage your overall tax situation.
Insurance Resource
A well-structured insurance strategy can help protect your loved ones from the financial consequences
Retirement Resource
Leaving Your Lasting Legacy
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
- Qualified Retirement Plans
- Social Security Benefits
- Personal Savings & Investments
- Pension and Annuities
Years of Experience
Estate Resource
Safeguard Your Digital Estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
If you died, what would happen to your email archives, social profiles and online accounts?
- Designate Power of Attorney
- Set Healthcare Directives
- Assign Beneficiaries for Assets
- List Online Accounts & Passwords
Years of Experience
Tax Resource
Making Your Tax Bracket Work
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
- Contribute to Retirement Accounts
- Defer Capital Gains Taxes
- Use Tax-Deferred Annuities
- Maximize Tax-Advantaged Accounts
Years of Experience
Insurance Resource
Your DNA Test
Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.
- Health Insurance Coverage
- Disability Income Protection
- Life Insurance Policies
- Homeowner’s Insurance Protection
Years of Experience
Money Resource
Keeping Up with the Joneses
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.
- Track Monthly Expenses
- Set Spending Limits
- Prioritize Financial Goals
- Adjust as Necessary
Years of Experience
Lifestyle Resource
It May Be Time for a Financial Checkup
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.
Mastering Mobile Lingo
To Catch a Thief
Pickleball in Retirement
Military Finance
Personal Finance Tips for Military Families
Explore practical personal finance tips tailored for military families, including budgeting, saving, managing deployments, and utilizing military benefits to ensure financial security and long-term stability.
Happy Client
Get Start With Us
Contact Us
Request a Call back
Testimonial
Reviews From Our Clients
Jhon Callahan
Designation
Wanda Frances
Designation
Jane Damian
Designation
Fanny Houston
Designation
Abigail Luke
Designation
Brian Halley
Designation
