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Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 3pm

Heritage Financial Partners

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United States
Green Bay, WI
Heritage Financial Partners

2021 S. Webster Ave. Green Bay, WI 54301
920 435-8436

www.HeritageFinancialLLC.com

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.

06/01/2026

The S&P 500 just posted its ninth consecutive week of gains.

At the same time, consumers continue to spend despite slower income growth and a lower savings rate.

Strong markets can make the story feel simple. The reality is often more nuanced.

This week's commentary explores what's happening beneath the headline numbers. https://heritagefinancialllc.com/insights/blog/market-commentary-sp-500-makes-it-nine-weeks-in-a-row-as-consumers-keep-spending/

05/30/2026

Roth or traditional IRA sounds like a simple choice.

Then income limits, age, deductibility, and household details start getting involved.

The Roth IRA vs. Traditional IRA calculator helps you move past the general rule of thumb and compare which IRA contribution options your household may qualify for.

See what the numbers say before this year’s IRA contribution goes anywhere: https://heritagefinancialllc.com/calculator-roth-ira-traditional-ira/

05/29/2026

A Roth IRA conversion is not just moving money from one account to another.

It is a tax-timing decision.

For some savers, it may help create more flexibility later. For others, the upfront tax bill may not make sense.

See what to weigh before making the move: https://www.heritagefinancialllc.com/insights/blog/the-roth-ira-conversion-why-how-to-use-this-strategy-in-your-retirement-planning/

05/27/2026

Early retirement has a nice ring to it.

More room for travel, family, projects, or just a slower morning. But the financial side needs to support that freedom for the long run.

If stepping away early is starting to feel real, check how prepared you may be: https://pages.heritagefinancialllc.com/nyhAAA_resource?guidekey=can-i-afford-to-retire-early

05/26/2026

The rally is real. The question is whether it’s telling the full story.

Stocks have pushed higher for eight straight weeks, but the bond market is moving in the opposite direction. Higher yields are not just noise. They point to inflation pressure, shifting rate expectations, and changing demand for Treasuries.

This week’s Market Commentary takes the wider view: where momentum is still working, where pressure is building, and what to watch from here. https://heritagefinancialllc.com/insights/blog/market-commentary-stocks-thriving-but-bonds-struggling-as-the-economy-experiences-inflationary-growth/

05/23/2026

Retirement planning can feel abstract until you start putting real numbers behind it.

Our 401(k) calculator helps you explore how your current savings, timeline, and contributions could affect your long-term retirement picture.

See where your current path may lead: https://heritagefinancialllc.com/401k-calculator/

05/22/2026

The life insurance you bought years ago may have been right for that version of your life.

But income changes, family needs shift, and long-term plans evolve.

That can change what your coverage needs to protect.

Here’s what to consider before reassessing your policy: https://heritagefinancialllc.com/insights/blog/do-i-need-life-insurance-how-to-choose-life-insurance-coverage-and-when-to-reassess-your-needs/

05/20/2026

Many retirement risks don’t show up until you’re close to retirement.

That’s when decisions around taxes, withdrawals, market exposure, and estate planning become more connected and more important to evaluate carefully.

Here’s what to think through 10, 5, and 1 year before retirement: https://heritagefinancialllc.com/insights/blog/what-you-need-to-do-10-5-and-1-year-before-retirement/

05/19/2026

🎉 Welcome to the Heritage Financial family, Michael Kokjohn!

We are so excited to introduce our newest team member, Michael Kokjohn, who joins us as our Client Experience Coordinator here in Green Bay, Wisconsin!

Michael brings a sharp eye for detail and an analytical mindset to everything he does — all while ensuring every client interaction is professional, warm, and supportive. Whether you're calling in, stopping by, or reaching out online, Michael is here to make sure your experience with us is nothing short of excellent.

When he's not in the office, you might find Michael exploring a new coffee shop or local brewery, or planning his next adventure — he and his partner, Antonio, love weekend trips to cities like Minneapolis and Chicago. 🌆☕🍺

We're thrilled to have him on board and know he's going to be a wonderful addition to our team and to your client experience!

Please join us in giving Michael a warm welcome! 👋

05/18/2026

Inflation is hot. Bond yields are rising. Stocks are still pushing higher.

That combination may feel unsustainable to investors who remember 2022. But today’s market backdrop is different in a few important ways.

Our latest Weekly Market Commentary explores what may be driving the disconnect and what investors should be watching now: https://heritagefinancialllc.com/insights/blog/market-commentary-inflation-is-hot-but-so-are-stocks-why-that-can-make-sense/

Address

2021 S. Webster Avenue
Green Bay, WI
54301

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 3pm

Telephone

+19204358436

Website

http://www.HeritageFinancialLLC.com/

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