Heart Financial Partners

Heart Financial Partners A private wealth advisory practice of Ameriprise Financial Services, LLC

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Smart money habits start at home. Recent Ameriprise research reveals that parents shape how kids think about everything ...
06/15/2026

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

Earlier this year, Jim attended the annual Kingdom Advisors Conference with his wife, Stefanie. He connected with other ...
06/10/2026

Earlier this year, Jim attended the annual Kingdom Advisors Conference with his wife, Stefanie. He connected with other industry professionals and gained fresh insight into how to serve clients more effectively. This experience strengthened Jim’s commitment to helping clients make wise decisions not only for their finances, but for their overall life and legacy.

Are you planning a big trip? A thoughtful travel budget will help you enjoy the experience without financial stress. Her...
06/04/2026

Are you planning a big trip? A thoughtful travel budget will help you enjoy the experience without financial stress.

Here are three simple ways to get started:
✅ Focus on what you value in a vacation
✅ Build a holistic budget
✅ Start early so you can save with confidence

Taking the time to plan now can make a big difference later. For more insight on planning for vacation costs, visit our website: https://bit.ly/4uXPhIU

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last ...
06/01/2026

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last or just want a clearer plan for withdrawing assets, managing risk and taxes — I’m here to help.

Together, we can build personalized, retirement income strategies to support your goals and help your money last.

Ready to feel more confident about your future? Let’s talk.

https://bit.ly/4ujjBMY

Education is one of the most meaningful investments families can make, and a 529 plan can be a powerful tool to help sup...
05/29/2026

Education is one of the most meaningful investments families can make, and a 529 plan can be a powerful tool to help support that goal. Whether you’re just getting started or already contributing, National 529 Day is a great reminder to review your education savings strategy and make sure it still aligns with your goals.

Here's how a 529 plan can benefit you or a loved one:
• Tax-advantaged growth for education expenses
• Flexibility for many qualified education costs
• A long-term strategy that can grow alongside your child or loved one

Planning ahead can help turn today’s savings into tomorrow’s opportunities. For more insights, visit https://bit.ly/4tXB2lL

Are you ready for retirement? These retirement countdown milestones can help you know what actions to take and when to h...
05/26/2026

Are you ready for retirement? These retirement countdown milestones can help you know what actions to take and when to help ensure your post-work life is more relaxing than taxing. https://bit.ly/4a9mE2I

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their sho...
05/18/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to us and let’s talk about your goals.

Your 20s are full of firsts — first “real” job, first apartment, first big life decisions. But here’s the part often ove...
05/13/2026

Your 20s are full of firsts — first “real” job, first apartment, first big life decisions. But here’s the part often overlooked: your 20s are also the best time to set yourself up financially. Smart habits today create a confident tomorrow.

Check out these three steps that will set you up for success. If you have questions or want to learn more, let's connect.

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow an...
05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire us. 💐

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601 S Kansas Avenue
Topeka, KS
66603

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