Heritage Wealth Advisors

Heritage Wealth Advisors Financial Advisor at Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

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This year, approximately 71 million Americans will receive a monthly Social Security benefit, according to the SSA. Yet ...
09/03/2026

This year, approximately 71 million Americans will receive a monthly Social Security benefit, according to the SSA. Yet only 18% of people over age 60 have a plan in place to maximize what they’ll receive. That gap represents a meaningful opportunity. By planning ahead, wealthy individuals can make more informed decisions and take full advantage of the programs they’ve contributed to throughout their working lives.

We’ve partnered with a leading benefits organization to share strategies for maximizing Social Security and Medicare benefits—and avoiding costly mistakes. Join us for a free workshop tomorrow, September 4, at 10am PT. RSVP at the link, and feel free to share with anyone planning to retire in the next 10 years: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/25/

For many of our clients, retiring with financial independence is a top priority. Yet navigating Social Security and Medi...
09/03/2026

For many of our clients, retiring with financial independence is a top priority. Yet navigating Social Security and Medicare enrollment can be a complex process. With 567 different ways for married couples to claim Social Security, and meaningful differences in the potential benefits, it can be challenging to know which option to select. That’s where a proactive approach can help. By evaluating scenarios and running the calculations, individuals can make more informed decisions, which we will discuss in our upcoming workshop.

We’ve partnered with benefits expert Laci Moyer & tax principal Laura Pickering to address strategies for optimizing both Social Security and Medicare. Join us for a live webinar this Friday, September 4, at 10am PT, where you’ll learn how to get more from your benefits and avoid costly mistakes, such as lifetime penalties for late Medicare enrollment and higher premiums triggered by income.

If you plan to retire in the next 10 years, now is the time to ensure your strategy is in place. RSVP today to reserve your spot: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/25/

While most adults will eventually receive Social Security, very few have put a plan in place that reflects the fact that...
09/01/2026

While most adults will eventually receive Social Security, very few have put a plan in place that reflects the fact that anywhere from 0% to 85% of those benefits may be subject to tax—or that Medicare premiums can increase based on income, triggering significant monthly surcharges.

If you’re planning to retire within the next 10 years, building these nuances into your financial plan can help you keep more of what you've earned and avoid unnecessary costs. We will share examples of how to do so in our Maximizing Social Security & Medicare workshop this Friday, September 4, at 10am PT, where we’ll cover:

• Key Social Security strategies, including restricted applications, suspending benefits, the “do-over,” and the Survivor Reset
• Medicare plan options and differences among Part A, Part B, Part D, Medigap, and Part C, and the plan that more of our clients choose than any other
• Case studies showing how clients have meaningfully increased their benefits through thoughtful planning

Learn more and RSVP today: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/25/

We have some important milestones to celebrate across our HWA team! Happy anniversary to Aadnya, Cody, Rebecca, Jeremy, ...
09/01/2026

We have some important milestones to celebrate across our HWA team! Happy anniversary to Aadnya, Cody, Rebecca, Jeremy, Ronald, Tucker, Callahan, Stephen, and Alisa—and a special recognition for Amy, Anne, & Gina on their longstanding tenures.

These anniversaries are a reflection of commitment, consistency, and the relationships you've helped build over the years. We appreciate each of you for the care you bring to your work, your teammates, and the clients who trust us every day.

For this week's Feature Friday, we are proud to announce the latest member of our team: Kari Tappana! Kari brings with h...
08/29/2026

For this week's Feature Friday, we are proud to announce the latest member of our team: Kari Tappana! Kari brings with her several years of bookkeeping and financial administration experience, and will be working out of our Renton office.

A fun fact—Kari's mother Becky had been a part of our team for years, and after recently deciding to retire, shared the newly vacated opening with her daughter. "When Becky announced her retirement and asked if I wanted to apply to take over the position, I jumped at the opportunity," says Kari. "With my background in bookkeeping, it seemed a no-brainer to continue to grow my skills and join a company with great people and practices."

Besides bookkeeping, Kari is busy raising six children, teaching in a middle school homeschool co-op, coaching and competing in orienteering, and squeezing in hikes and sports whenever possible.

While we wish Becky a fruitful retirement, we are so grateful to have Kari on board. Please join us in welcoming her to our team!

$345,000—that’s the average a 65-year-old couple will spend on healthcare and medical costs throughout retirement, accor...
08/27/2026

$345,000—that’s the average a 65-year-old couple will spend on healthcare and medical costs throughout retirement, according to Fidelity.

If you plan to draw Social Security or enroll in Medicare within the next 10 years, proactive planning around income and healthcare costs can yield meaningful results. Join us on Friday, September 4, at 10am PT for a live webinar where we’ll share strategies to optimize these systems and help make more informed decisions, including case studies like how one couple increased their Social Security benefits by more than $100,000 by making a different benefits election.

RSVP today to reserve your spot, and feel free to share with friends or family members who may benefit: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/25/

Healthcare is one of the most significant costs in retirement and, according to AARP, the single largest. Fidelity estim...
08/25/2026

Healthcare is one of the most significant costs in retirement and, according to AARP, the single largest. Fidelity estimates that the average 65-year-old couple will spend $345,000 on healthcare and medical expenses during retirement. Yet despite the scale of these costs, many individuals enter their Social Security and Medicare years without a clear strategy. Given the technical rules and potential pitfalls, proactive planning can result in a significant financial benefit.

If you plan to draw Social Security or enroll in Medicare within the next 10 years, join us on Friday, September 4, at 10am PT for a workshop designed to help you maximize your benefits. We've partnered with Laci Moyer, CFP, RHU, VP of Life & Benefits for PHE, and Laura Pickering EA, LTC, tax principal at Capstone, to answer your questions, share planning strategies, and help you avoid costly mistakes.

Learn more and RSVP today: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/25/

We’re proud to share that our CEO Erin Scannell has been named to Barron’s 2026 Top 100 Financial Advisors list, ranking...
08/20/2026

We’re proud to share that our CEO Erin Scannell has been named to Barron’s 2026 Top 100 Financial Advisors list, ranking #36 among all advisors in the United States. This marks the 12th time Erin has been included on this list—an achievement that reflects not just consistency, but a sustained commitment to leading with discipline, perspective, and purpose.

Erin has always approached wealth management with a broader view—one that goes beyond markets and performance to focus on how financial decisions shape the lives of the families we serve. Under his thoughtful leadership, our team has continued to grow, expanding our capabilities while staying grounded in a Fiduciary standard and a deep responsibility to our clients. That balance of growth and intentionality has been central to the experience we strive to deliver for our clients every day.

While this recognition highlights Erin’s individual ranking on a national stage, it also reflects the environment he has built: one where collaboration, accountability, and long-term thinking guide how we serve our clients. We’re grateful for his leadership, and for the trust our clients continue to place in our team.

https://www.ameripriseadvisors.com/erin.j.scannell/profile/

One of the most common questions we hear from clients is whether charitable planning means giving up money that could ot...
08/19/2026

One of the most common questions we hear from clients is whether charitable planning means giving up money that could otherwise go to children or grandchildren.

What we’ve found is that many of the most effective strategies focus on reducing taxes that were already going to be paid. In some cases, the result is more money available for family, more money available for charity, and less lost to taxes.

We’ll share several examples of how clients have seen success with these strategies during our Planning to Give workshop tomorrow, August 20, at 12pm PT. Join us at the free virtual workshop, and feel free to share with anyone who may benefit—RSVP now: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/22/

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2630 77th Avenue SE, Suite #110
Mercer Island, WA
98040

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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