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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Heritage Planners

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United States
Maumee, OH
Heritage Planners

Paul J. Haye, CLU®, ChFC®, AEP® became an Agent with New York Life Insurance Company in 1981. I am not licensed in all jurisdictions. AR ins lic #965899.

Paul is an active member of the National Association of Insurers and Financial Advisors, NAIFA and is a member of his local Society for Financial Service Professionals. Since 2007, he has been a member agent of The Nautilus Group, a resource for estate conservation and business succession ideas. The Nautilus Group is a service of New York Life Insurance Company available to a limited number of subscribing agents. Paul is also an Investment Advisor Representative with Eagle Strategies, LLC, a Registered Investment Advisor. His relationship with Eagle Strategies allows him to provide financial planning service and fee-based investment advice to his clients. Paul lives with his wife Ruth in Perrysburg, Ohio and is a proud member of the community. Heritage Planners is not owned or operated by New York Life Insurance Company or its affiliates. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Paul is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Heritage Planners nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. CA ins lic .

1684 Woodlands Dr
Suite 105
Maumee, OH 43537
(419)887-4707
x4707

11/02/2026

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your financial goals, not the latest headlines. In a recent Kiplinger article, John Boccio, Head of Wealth Management at New York Life, shares key considerations for making thoughtful portfolio decisions. Not Every Headline Calls for a Portfolio Change.
Read his insights here: https://bit.ly/3UWBHZn

10/29/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

10/26/2026

Where your retirement savings are held can influence how your income is taxed in retirement. Different account types can provide different tax treatment and may create opportunities for greater flexibility over time.

Coordinating withdrawals across accounts may help support a more efficient retirement income strategy. Let's discuss whether your assets are positioned to support your long-term goals.

10/22/2026

Is it time to add more federal income tax brackets? A new analysis says yes.

10/19/2026

Social Security is an important part of many retirement plans, but when you claim benefits can have a lasting impact on your lifetime income. For couples especially, different claiming approaches may lead to different outcomes over time.

If you're wondering how Social Security fits into your retirement strategy, let's connect and discuss the options available to you.

10/15/2026

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

10/12/2026

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This is often referred to as sequence of returns risk and can affect how long retirement assets last.

Let's talk about ways to help position your retirement strategy for both opportunities and challenges that market exposure may present.

10/08/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

10/05/2026

Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.

Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.

10/01/2026

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help families save for college.

In 1996, federal legislation paved the way for states to offer 529 accounts — tax advantaged plans that allow families to save thousands of dollars for college. The investment accounts – now at 17 million with nearly $627 billion in assets – have transitioned from solely a college savings tool...

Address

1684 Woodlands Drive, Ste 105
Maumee, OH
43537

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.newyorklife.com/ & www.Heritage-Planners.com

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