There is a great deal of discussion about the likelihood for increased taxes under a Biden administration. View the short video below (less than 2 minutes) to hear Sammy Azzouz, JD, CFP®, President of Heritage Financial, discuss a unique strategy that utilizes your required minimum distribution to make a charitable donation and reduce taxable income. …
There’s a new addition to the personal finance book hall of fame: The Psychology of Money by Morgan Housel Housel is an excellent finance writer and former columnist for The Motley Fool and Wall St. Journal. He currently blogs for the Collaborative Fund. This is his first book. Its premise is simple. Doing well with …
At Heritage Financial, we know that wealth is so much more than a nest egg. It’s why we take such a comprehensive approach to understanding every detail of our clients’ long-term goals. It’s why we provide access to more than just investments, financial planning and wealth management strategies through our Concierge Program. It’s also why …
Spent money can’t grow. In the book, Beyond the Basics – Maximizing, Allocating and Protecting Your Capital, author Sammy Azzouz, JD, CFP and President of Heritage Financial says: “Saving money is a more important skill than making it.” Why? Because compound growth – earning returns on your previous returns – is powerful. But wealth is …
Why do we ask? “Making your bed every morning is correlated with better productivity, a greater sense of well-being, and stronger skills at sticking with a budget.” That’s a quote from the New York Times bestseller by Charles Duhigg called: THE POWER OF HABIT: WHY WE DO WHAT WE DO IN LIFE AND BUSINESS It …
