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

In a world saturated with media, from the news to social networks, and everything in between, it can be tough to discern fact from opinion, especially when it comes to politics. UNBIASED Politics shares facts of what happened the week before, in an easy to digest format to keep you informed without opinions.

The importance of estate planning before college. As early as possible, set aside time as a family to discuss the importance of having certain planning documents in place that will enable you, as a parent, to support your child, especially during an emergency. We’ve also created a printable checklist to help guide your discussion!

Check out what the women of Heritage Financial are reading and recommending to others; books and magazines, as well as conversation guides and worksheets. From books about raising children who can really think about money to stories about women leaders, there are great recommendations for everyone!

HER Health

Women's Health Week

Trending in Health: Matcha

A trendy favorite in cafés around the world, Matcha is similar to green tea as it comes from the same plant, but has it's own flavor and nutrient profile. With it's origin in Japan in the 12th century, people have been reaping the health benefits of Matcha for centuries. Plus, it's easy to prepare your own matcha at home!

HER Kitchen

Rainbow Greek Chicken Salad

"With Mother's Day being recently, I want to share one of my moms recipes! Perfect for the warmer weather, this easy Rainbow Greek Chicken Salad is packed with an array of vitamins from all the colorful veggies. Whether it be for an easy summer dinner or a meal prep for the work week, this recipe is delicious!"

~Nicole Grant 

 Digital Marketing Associate

HER Book Recommendation

"I Will Teach You to be Rich" by Ramit Sethi

“It’s an enjoyable and funny read especially for a personal finance book, and it offers a practical approach to basic personal finance topics in a way that resonates with the next generation.”

~Hanna Gomez, CFP^®  

Senior Advisor 

HER Finances

Financial Health Tool

Last quarter we introduced the Heritage Generations Group, a team dedicated to helping the adult children of eligible Heritage Financial clients start their path toward financial independence. Whether it's saving for the future, buying a home, or starting a family, the team provides personalized guidance through major life decisions.

Included below, for your easy access to download and print, is a helpful tool the Generations Group created. This resource includes key items to consider within your personal finances for those just starting out on their financial journey as well as retirement savings checkpoints to assess if you are on track for retirement (or how much to save if starting out today).