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. 

Resources

Our 25th Anniversary Video!

This is the story of meticulous attention to detail and…
Read More

Why We Often Recommend Our Clients Have a HELOC

A home equity line of credit (HELOC) may provide a borrower with…
Read More

ROTH IRA Opportunities for Kids and Young Adults

A Roth IRA offers tax-free growth, making it a very attractive…
Read More

Why Educators Should Pay Close Attention to Retirement Plan Fees

Many teachers have 403(b) employer retirement plans, which have saving…
Read More

Tips for Preventing Fraud

Tips for preventing fraud Cybercrime and fraud are serious threats…
Read More

Lease or Buy Decision

Many big-ticket consumer items, such as cars, computers, and furniture,…
Read More

Avoiding Lifestyle Creep

One of my passions as a financial planner is to…
Read More

How much is your emergency savings fund?

A long-standing rule of thumb has been three to six…
Read More

Understanding Your Restricted Stock Units

RSUs – Restricted Stock Units – have become a more…
Read More

Why Investors Should Diversify Globally

One of the distinguishing features of Heritage Financial’s investment philosophy…
Read More

Charitable Contribution Strategies Under the New Tax Law

The itemized deduction for charitable contributions may have less income…
Read More

Qualified Charitable Contributions to Reduce Taxes on RMD’s

If you are charitably inclined, have an IRA, and are…
Read More