When we started our weekly blog series almost one year ago, our primary goal was to proactively share our thoughts on all things finance and investing. After all, we are wealth managers. But our business is one that is built on trusted relationships. And trust comes from knowing someone enough to like them. That means …
Memorial Day weekend 2021 is in the books. All of us at Heritage Financial want to express our sincere gratitude to all our veterans and active service members. We hope that many of you, like us, got back to some of your traditions during this year’s long holiday weekend. It’s also the unofficial start to …
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. …
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 …
