Heartland Credit Union

When it comes to investing, our recommendations are as individual as you. 

Heartland Credit Union has partnered with a Registered Representative who can recommend a mix of quality investment options, such as mutual funds, IRAs and fixed annuities, based on your unique situation. We also offer long-term care and life insurance to protect you and your loved ones.

Mark Engle is the Financial Advisor for Securities America Advisors, Inc. located at Heartland Credit Union.  He is skilled at tailoring recommendations suitable to your risk tolerance and investment analysis.

Kasey Vergin is also another Financial Advisor for Securities America Advisors, Inc. located at Heartland Credit Union.  He can also help you with your finanancial needs and goals.

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, and Financial Planning and Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Mark Engle and Kasey Vergin, Representatives, Engle Tyler & Associates, Heartland Credit Union and the Securities America companies are separate entities.

  • Articles

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  • Calculators

    Calculators

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  • Newsletters

    Newsletters

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  • Glossary

    Glossary

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  • Tax Library

    Tax Library

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  • Videos

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  • Flipbooks

    Flipbooks

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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Taking a Measured Approach

How a dollar-cost averaging strategy could help investors weather market volatility.

To Roth or Not to Roth: That’s the Conversion Question

Some of the pros and cons of converting a traditional IRA to a Roth IRA are discussed.

Women Lack Life Insurance

Why women need life insurance, whether they are breadwinners, co-providers, or a stay-at-home parent.

Bridging the Gap Between Retirement and Medicare Eligibility

The health exchanges could be beneficial for early retirees who need coverage before they are eligible for Medicare.

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