Insider

News, Information and analysis

In the financial world, there’s a lot to keep track of. Here’s a curated stream of financial intelligence and practical updates, prepared by us specially for Heritage clients.

Blog_Heritage_Video_1000px (1)

Every detail matters

In this brief video, Heritage founder Chuck Bean explains how our rigorous, client-first approach to wealth management can transform your finances, and your life. Watch >

Heritage Webinar Features Liz Ann Sonders, SVP, Charles Schwab & Co., Inc.

  In a web conversation with Heritage President Sammy Azzouz,  Liz Ann Sonders, SVP and Chief Investment Strategist of Charles Schwab  & Co., Inc. provided a series of insights on a wide variety of topics to Heritage clients and guests. Liz Ann has long been a significant contributor to investor education, focusing on the delivery… More >

Chuck Bean Acknowledged as Top Wealth Advisor by Barron’s

Chuck Bean, Founder and CEO of Heritage Financial Services has been recognized as one of America’s Top Wealth Advisors State-by-State by Barron’s for the eighth time. The rankings are based on data provided by more than 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue, regulatory record, quality… More >

Paper Stock & Bond Certificates

Even in a modern digital and virtual world, we encounter paper stock and bond certificates from time to time. If the company that issued the certificate still exists and the legal owner is verifiable, the paper certificate may be transferred into a brokerage account and then traded like any other stock. Older companies may still… More >

2020 Secure Act Overview

The appropriations bill signed into law before 2019 year-end included significant changes to tax and retirement regulations. Many are calling the law the most substantial retirement legislation in over a decade. The SECURE Act (Setting Every Community Up for Retirement Enhancement) and other tax extenders tucked inside the legislation contain both benefits and drawbacks. Traditional… More >

Anticipating Revised Life Expectancy Tables for Retirement Account Distributions

The IRS recently proposed changes to life expectancy tables that would decrease the amount of annual required minimum distributions (RMDs) from retirement accounts. The tables currently in use are close to 20 years old and have not reflected Americans living longer, on average 1.6 years greater, over that time. Unlike many other age-based or income-based… More >

Heritage Receives Forbes/Shook “Best-In-State 2020” Recognition

For the third consecutive year Chuck Bean of Heritage Financial Services has been recognized as one of America’s top wealth advisors, this year again ranking #2 in the State of Massachusetts.  This prestigious ranking includes the elite of the wealth advisory industry, and represents a significant achievement for the Westwood, MA-based firm. “Delivering top quality… More >

2019 Year End Financial Planning Checklist

The following list is meant to help organize your year-end personal finances. Consider what items are important to you along with other goals to help communicate questions and concerns to your financial planning team. Provide Tax Returns: Heritage uses your tax return to update your financial plan and to analyze a variety of potential strategies…. More >

Heritage’s Chuck Bean featured in Barron’s Profile

Having recently been featured in both “Barron’s Top 100 Independent Financial Advisors” and inducted into “Barron’s Advisor Hall of Fame“, it’s natural that interest in Chuck Bean and how he has developed Heritage Financial Services into a top-performing wealth advisory firm has never been higher. Barron’s featured him in a new profile article written by… More >

Chuck Bean is now a Member of Barron’s Advisor Hall of Fame

We were thrilled to receive notification that Chuck Bean, CEO and Founder of Heritage Financial Services has been recognized as a member of Barron’s Financial Advisors Hall of Fame.  This award honors a group of advisors who exemplify long-term success and commitment to their clients.  Each member of the Hall of Fame has appeared in… More >

Heritage Presents “Assembling a Top Advisory Team” at Barron’s Summit

Recently Heritage leadership, including Founder and CEO Chuck Bean, President Sammy Azzouz, Managing Partner Jim Scally, CIO Bob Weisse, and Compliance Manager Jennifer Watson presented Assembling a Top Advisory Team to Create Scalability and Superior Service at the Ritz Carlton, Boston as part of Barron’s 2019 Advisor Summit. The presentation was a vital component of… More >