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Blog

Person holding jar of coins with a 'savings' label
Blake Thibault | Jan 22, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Blake Thibault | Jan 15, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
Read More
Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Blake Thibault | Jan 8, 2024

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
Read More
Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Blake Thibault | Jan 1, 2024

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Blake Thibault | Dec 25, 2023

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Blake Thibault | Dec 18, 2023

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
Read More
An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Blake Thibault | Dec 11, 2023

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
Read More
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Blake Thibault | Dec 4, 2023

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
Read More
Professionally dressed man and woman looking at a tablet
Blake Thibault | Nov 27, 2023

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Man reading newspaper next to laptop and phone
Blake Thibault | Nov 20, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
Read More
Parents holding their child's hands. The child is jumping
Blake Thibault | Nov 13, 2023

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
Read More
Two men sitting at a table and having a conversation
Blake Thibault | Nov 6, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More

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Locations

WALNUT CREEK (Headquarters)

P | 800-437-0045
F | 415-778-0139

1350 Carlback Ave
Walnut Creek, CA 94596

 

IRVINE

P | 949-771-3400
F | 415-778-0139

18004 Sky Park Circle, Suite 210
Irvine, CA 92614

 

WASHINGTON

P | 800-437-0045
F | 206-702-2745

8015 SE 28th Street, Suite 214
Mercer Island, WA 98040

 

E | hfs@heffgroup.com

Get in Touch

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advisory services are offered through Global Retirement Partners, LLC dba Heffernan Financial, a registered investment advisor and separate entity from LPL Financial.

Heffernan Financial employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Heffernan Financial; or (2) solely investment adviser representatives of Heffernan Financial. Although all personnel operate their businesses under the name of Heffernan Financial, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

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