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.
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.
Strategies to Build Wealth and Radical Generosity
I was the featured guest on the Move 101 podcast. On the podcast I speak about building wealth and radical generosity.
Limited PSLF Waiver
This is a blog post about the Limited one year PSLF Waiver that ends on October 31, 2022. If you work full-time for a non-profit, a government entity (including a public school), or a religious employer, you have until October 31, 2022 to take advantage of this amazing opportunity to pursue having your student loans forgiven.