Welcome to the VCFP blog. As I encounter unique financial planning information while working with my clients, I write blog posts about that information and share it with you on this webpage. Below is a collection of blog posts aimed to help you reach your financial goals.
Kurt Heineman, CFP®
Blog
3 Things That Got Me to 3 Years
This is a blog post that commemorates my firm’s 3 year anniversary. I mention three things I think help me get to this place.
How to Use a Charitable Remainder Trust
This is a blog article about How to Use a Charitable Remainder Trust.
Crafting Your Ethical Will: A Step-by-Step Guide to Leaving a Meaningful Legacy
This is a blog article about Crafting Your Ethical Will: A Step-by-Step Guide to Leaving a Meaningful Legacy.
FDIC Rules for Personal Banking: Safeguarding Your Cash
This is a blog article about FDIC Insurance rules and how you can make sure you keep your cash safe at banking institutions.
How to Reduce Your Carbon Footprint Through ESG Investing
This is a blog article how to reduce your carbon footprint by investing in Environmental, Social, and Governance (ESG) funds.