Heritage Wealth Management’s Post

October is Breast Cancer Awareness Month! We share a history of the month, why it matters, and how to get involved. 💘 #BreastCancerAwareness #EarlyDetection #ThinkPink #HeritageWealthCares #SupportTheFight

Watch or read this Fall's Market Perspectives with Brett Carleton #marketperspective #thefederalreserve #FinancialPlanning #houston #heritagewealthmangement #heritageplanners

Owning a business is a huge accomplishment, but it comes with considerations and potential challenges, including retirement planning. Learn more about why retirement planning is different for business owners and what to consider. #retirementplanning #businessowner #smallbusinessownerlife #financialplanning #heritagewealthmangement #HeritageWealth

September is National College Savings Month! Use this month as an opportunity to learn more about how to save for college. #September2024 #NationalCollegeSavingsMonth #CollegeSavingsMonth #CollegeSavingsPlan #529plans #Coverdell #ESA #custodialaccount #HeritageWealth #heritagewealthmangement

Stock volatility is an important metric to consider when building your investment portfolio. Here, we explain what it is and how it’s measured. #stockmarket #stocks #stocktrading #investment #investing #FinancialPlanning #HeritageWealth #heritagewealthmangement

🚀 Milestone Alert! The number of 401(k) millionaires has hit a record high, with over 422,000 individuals achieving this incredible financial milestone by the end of 2023. This surge highlights the power of consistent saving, smart investing, and taking full advantage of employer-sponsored retirement plans. If you're working towards a financially secure retirement, now is the time to double down on your strategy! For more insights, check out our latest blog post: Number of 401(k) Millionaires Hits New High 💼📈 #RetirementPlanning #401kMillionaire #FinancialFreedom #HeritageWealthMangement #FinancialAdvisor #houstontx

🎉 Cheers to 12 Incredible Years! 🎉 We’re excited to celebrate Ian Harris’ 12th work anniversary at Heritage Wealth Management! Over the past 12 years, Ian has been a driving force in our team, guiding clients with his expert investment strategies and unwavering dedication. Thank you Ian, for your hard work, passion, and the positive impact you’ve made on our clients and team. Here’s to many more years of success and growth together! #WorkAnniversary #HeritageWealthManagement #CelebratingSuccess #FinancialLeadership

Have you ever wondered if it’s too late to start saving for college? In short, the answer is “no!” Learn why it's never too late to save for higher education can add up and help you reach your goals. #CollegeSavings #CollegeSavingsPlan #HigherEducation #CollegeBoard #FinancialAid #FAFSA #Work-Study #529Account #FinancialAdvisor #houstontx #houstonfinancialadvisor #heritagewealthmanagement #HeritageWealth

Many of us are becoming more savvy about protecting our personal information, but the scams themselves are becoming more sophisticated. Learn more about the latest information-stealing scams and how you can protect yourself. #cybersecurity #robocalls #scamalert #investmentscam #phishing #heritagewealthmanagement

🎉 Congratulations, Nathan Burleson! 🎉 We are excited to announce that Nathan Burleson has passed his CFP® (Certified Financial Planner) exam! This achievement is a testament to his dedication and hard work. Join us in celebrating Nathan's success and commitment to providing exceptional financial planning services at Heritage Wealth Management!