“When it is obvious that the goals cannot be reached, don’t adjust the goals, adjust the action steps.”

Heritage Update

Diminishing Returns

We have all heard that money cannot buy happiness, but it may be more accurate to say that money buys less and less happiness as you accumulate more of it. Money, like exercise or food seasonings, exhibits “diminishing returns”; the more you have, the less benefit you get out of having still more, and you may even reach a point where less is better. If you want your money to make you happy, how you use it may eventually be more important than how much of it you have.

Giving Back

Heritage is proud to support the Pompano Beach Exchange Club and recently sponsored one of its fundraisers. The event they hosted was a Cornhole Tournament to support veterans’ organizations and the prevention of child abuse. The Exchange Club is an all-volunteer, national service organization for men and women who want to serve their community, develop leadership skills, and enjoy new friendships.

Summer Slowdown

Following a tumultuous year-long struggle of a global pandemic and a heated political election cycle, we are hoping that we can all take a collective breath and welcome the summer slowdown. Although we are not out of the woods yet, we have come a long way in the fight against COVID and the new presidential administration has transitioned into office. Even though there will continue to be attention-grabbing headlines to distract us, we hope that we will all find time to relax and enjoy the lazy days of summer.

Employee Profile

Nick Mattingly, CFP®

Nick Mattingly, CFP®

Wealth Manager

Nick joined our Tampa office in April 2014 as a Wealth Manager and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds a Master of Science in Accountancy degree from the University of Notre Dame and a bachelor’s degree in finance from Indiana University. Nick’s scope of responsibility includes client portfolio management and retirement planning. Nick and his wife Brittany enjoy exploring the outdoors with their son Jack and look forward to traveling again soon as things open back up. When he is not out with his family, Nick also enjoys reading and golfing.