HER Heritage

What Should Women Look For In A Financial Advisor?

BY Kristin Castner, CFA IN HER Heritage
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As a woman, what should you look for in a financial advisor? Well, there’s a short answer and a long answer… First, the short answer What a woman needs from a financial advisor is no different than what a man needs, despite what the financial industry tells us all the time. If you are hiring …

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Ladies, it’s time to get ready for what’s coming

BY Kristin Castner, CFA IN HER Heritage
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I know plenty of women that handle the finances for their family. I also know many women that don’t care to be involved in day-to-day financial decisions. Neither is right or wrong. All family situations are different. But if you are a woman, there is a good chance you’ll be managing your own finances at …

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3 Ways Women Can Boost Confidence Around Money and Investing

BY Kristin Castner, CFA IN HER Heritage
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Last month Heritage Financial launched an initiative celebrating the natural traits that make women ideal long-term investors. HER Heritage represents our commitment to supporting women in developing the confidence to tap into those traits and build a strong financial future. Today we are sharing three things women can do now to start boosting their confidence …

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