Understanding Today’s Financial Environment
Since 1979, Hege Financial Group has been serving Winston-Salem, North Carolina and the surrounding Triad area with quality financial services and personalized customer service. Our goal as professionals is to provide clients with comprehensive financial recommendations, integrating solutions that involve insurance and estate planning as well as investment and retirement strategies unique to each individual situation. At Hege Financial Group, we understand that our job is to pursue strategies for you and your family’s financial future. The decisions our clients make today will impact the way they live, work, retire, and potentially leave a legacy for their family and beyond. We want to be a part of the way you shape your financial future.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
These food myths will really put a drain on your wallet.
Five phases to changing unhealthy behaviors.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What does your home really cost?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Estate conservation is too important to put off. Do you have a smart exit strategy?
You’ve made investments your whole life. Work with us to help make the most of them.
Do you have causes that you want to support with donations? Here are three tips.