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Teaching Children Financial Literacy

Parents share a lot of things with their children in the hope that the information will help them grow into successful adults. But there is one topic most parents try to avoid talking about at all costs. And no, it is not what you are thinking. For many parents, the idea of having the “money talk” with their kids is a terrifying thought. ... Read More

Protecting What Is Yours

You’ll Spend Thousands on Healthcare This Year. Can an HSA or HRA Help?

Two Steps Forward, One Step Back for Investors

People Have Memories. Markets Don’t.

Dividends: Lovable but Misunderstood

SECURE 2.0 Act of 2022: An Overview

Managing Your Psychology: It’s All about How You (Don’t) Look at It

Make Wild Predictions in Fantasy Football, Not with Your Money

Six Financial Best Practices for Year-End 2022

Retirement Strategy: When and How to Update Your Retirement Plan

Midterm Elections: What Do They Mean for Markets?

Social Security and Your Spouse

Social Security and Retirement Earnings

Are We in a Recession?

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Pompano Beach

2480 NE 23rd Street
Pompano Beach, FL 33062
(954) 785-5400

Tampa

115 South Fielding Avenue
Tampa, FL 33606
(813) 258-1759

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6900 Tavistock Lakes Boulevard
Suite 400
Orlando, FL 32827
(800) 684-9139

©2025 Heritage Investment Group.

Landscape photography by Joseph C. Filer

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  • Call Heritage
  • Email Heritage
  • About Us
    • Who We Are
    • Professionals
    • FAQs
  • Wealth Management
    • How We Work
    • Our Services
    • Wealth Management Process
    • Investment Philosophy
    • Case Studies
  • Resources
    • Articles
    • Newsletters
    • Quarterly Commentary
    • News & Updates
    • Videos