Heritage Financial Services, LLC

With January behind us, you might be tempted to leave those New Year’s resolutions behind, too. If you resolved to improve your finances, we’re here for you! How to Build Your Next Million, our free financial planning video course is designed to empower you with the financial tools and strategies that will be key to increasing your wealth going forward. #investinyourself https://hubs.ly/Q02kwNMf0

We are honored to have had the opportunity to volunteer at the Yawkey Family Inn at Boston Children's Hospital. Families from all corners of the globe come here seeking world class medical care for their children, and the Inn offers them a comfortable and affordable place to stay during their time of need. We are grateful for the chance to be a part of such a meaningful mission! #YawkeyFamilyInn #CommunityInvolvement

There’s a saying that the Fed takes interest rates up on an escalator and down on the elevator. We are around peak interest rates, the market is expecting the Fed to cut rates twice this year, and based on slowing economic data it looks like the cuts should begin soon. What will give the Fed the green light to start?🎙️Tune in to the Wealthy Behavior #podcast for this and: - The latest on interest rates and inflation - Recent narrowing of stock market leadership and what’s driving the winners - Why a diversified fixed income portfolio is imperative, especially now - A primer on private credit – a detailed discussion about what is it and how can it fit in a portfolio https://hubs.ly/Q02GgPkY0

Buying a second home can be an exciting milestone. It can become a vacation spot to build memories year after year and a valuable financial asset. It also comes with a unique set of choices that can impact your personal finances. In addition to lifestyle fit and ongoing maintenance costs, these factors are key aspects to consider when buying a second home. https://hubs.ly/Q02FPbW_0

Happy Independence Day from the Heritage Financial team! Today, let's celebrate with joy, laughter, and a strong sense of patriotism as we honor the freedoms we cherish. Enjoy this special day with your friends and family.

During this week filled with Independence Day celebrations we hope you also find some much deserved time to relax and recharge. Take a walk or grab a lawn chair. However you like to unwind, tune in to recent episodes of our Wealthy Behavior podcast. You’re sure to learn something new! https://hubs.ly/Q02DStX90

Heritage Financial's family fun day at Ward Berry Farm was a huge success! The weather was perfect, the strawberries were ripe, and there was tons of fun for all our Heritage staff and their families. We couldn't have asked for a better day to come together.

Tom's fondness for technology began at an early age when he started gaming (on a PC) with his brother and building computers at home. As our Technology Associate, Tom is able to combine his professional background in IT and personal interest in investments. Join us in welcoming Tom Greenhalgh to the Heritage family!

Fraudulent activities are becoming increasingly prevalent. In 2023 one in four people reported losing money to fraud and over $10 billion — a new record — was reported lost. If you become a victim, here are steps you should take. https://hubs.ly/Q02Db2gb0

The Tax Cuts & Jobs Act is set to sunset at the end of 2025. For many people, this expiration of tax cuts will mean more of your money will be going toward taxes. 🎙️Tune in as we discuss the “use it or lose it” window of time that is left to save on taxes and share the impacts this could have on your wealth, your habits, and your legacy. https://hubs.ly/Q02CDWm20