Heritage Media Library

Feeling Stressed Out? We Can Help.

BY Kristin Castner, CFA IN Heritage Media Library
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In honor of Financial Literacy Month, the professionals at Heritage Financial are sharing their go-to resources for building and maintaining financial knowledge. Why is this so important? Well… WORLDWIDE, ONLY 1/3 OF ADULTS UNDERSTAND BASIC FINANCIAL CONCEPTS. And according to a survey by Capital One, finances are the number one cause of stress for Americans. …

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Are You Behaving Like a Serious Investor?

BY Sammy Azzouz IN Heritage Media Library
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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 …

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A Unique Approach to Multi-Generational Wealth Transfer

BY Kristin Castner, CFA IN Heritage Media Library
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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 …

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Solving the Spend vs. Save Dilemma

BY Kristin Castner, CFA IN Heritage Media Library
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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 …

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Did You Make Your Bed This Morning?

BY Kristin Castner, CFA IN Heritage Media Library
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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 …

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