In celebration of the Thanksgiving holiday and to allow our staff some additional time with their families, we will be closed on Thursday, November 24th, and Friday, November 25th. 

HER Heritage Resources

Diverse group of friends isolated on white.

Budget Worksheet

If you don’t know what’s coming in and going out, you’ll have a hard time saving. Use this budget worksheet to get a handle on your monthly budget.

Starting a Family Checklist

An easy checklist of all the financial things you want to consider as you start a family.

Family Legacy Planning

A worksheet for identifying the family values that will determine your legacy.

Wealth Conversations

FAQ about how to talk to children about money.

College Savings Calculator

An easy calculator to determine how much you need to set aside now to cover future college expenses.

529 Plans by State

An overview of college savings plans by state.

Breaking Money Silence Podcast

Kathleen Burns Kingsbury empowers women to talk openly about finances.

Money Talk Guidelines

7 tips for having easier conversations about money and finances.

Breaking Money Silence Webinar Replay

A replay of our May 2021 webinar where wealth psychologist Kathleen Burns Kingsbury helps women that want to boost their confidence talking about money and investing.

When Women Win Podcast

Inspirational stories and practical tools to help professional women get ahead.

Book Recommendation: Own It – The Power of Women at Work, by Sallie Krawcheck

Recommended reading for any woman ready to take their career to the next level.

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