HER Heritage seeks to help women build confidence around creating a strong financial future.
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HER Heritage celebrates the natural traits that make women ideal investors and seeks to help women build confidence around creating a strong financial future.

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LISTEN

Looking for a fun and easy listen? Good Hang with host Amy Poehler welcomes a rotating lineup of guests—from household names like Ina Garten to comedy legends like Martin Short—for candid conversations filled with laughter, personal stories, and reflections.

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LEARN

As a result of the great wealth transfer, which is already underway, “women will soon control more money than ever before," according to Bank of America's Women and Wealth Report. 

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READ

Our 2026 Market Outlook examines the forces quietly reshaping portfolios—from navigating elevated valuations and market noise to assessing the real risks and opportunities within AI. Our themes provide a framework for staying grounded, identifying opportunity, and making informed adjustments in an evolving market landscape.

HER Finances

Resources for a Great Year!

Heritage Financial 2026 Financial Resources

Managing your finances involves tracking a lot of moving pieces. To help you save time and stay organized, we’ve gathered the most relevant facts, figures, and advice to help you have a strong financial year. 

 

Below, you’ll find key financial figures for the year, highlights of 2026 tax changes, and practical tips to help you start—and finish—the year strong, including a printable checklist.

2026 Important Numbers
2026 IRS Tax Changes
Build Financial Momentum That Lasts All Year

HER Health

The Sweet Benefits of a Healthy Relationship with Chocolate

With Valentine's Day almost here, store shelves are filled with beautiful boxes of chocolate. For some, eating chocolate comes along with a side of guilt. 

 

This Johns Hopkins article shares why it’s perfectly okay to savor your favorite treats, how to enjoy chocolate mindfully, and the surprising health perks that may come with it. So go ahead—embrace the joy, ditch the guilt, and enjoy every bite.

Read the Article
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HER Kitchen

Stuffed Chicken Breast

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When dinner gets a unanimous “keeper” vote, you know it’s good. This chicken stuffed with cheese, herbs, and sun-dried tomatoes is officially in the rotation!

 

- Michele Caccamise, Chief Marketing Officer

 

View the Recipe

HER Book Recommendation

All the Presidents' Money:
How the Men Who Governed America Governed Their Money

We often think of U.S. presidents as financially savvy and immune to money worries—but the truth is, they’re a lot like us: each striving in their own way to achieve the elusive “American Dream.” Some built wealth through discipline and strategy, while others struggled to manage it.

 

Author Megan Gorman explores the personal finances of more than 30 U.S. presidents. Check out her book, or tune in to our podcast to hear her discuss it.

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Listen to the Podcast
Get the Book
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Heritage Financial, 100 Lowder Brook Dr., Ste 1000, Westwood, MA 02090

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