“If you want to be happy, set a goal that commands your thoughts, liberates your energy, and inspires your hopes.”
– Andrew Carnegie

Heritage Update

It’s Better to Give Than to Receive

Studies show that spending on others can give us more joy than spending on ourselves. If you are charitably inclined, not only should you consider how much and where to give, but you should consider how to most effectively implement your philanthropic endeavors. Fortunately, there are tools and strategies to help you make the most of your charitable giving. For more, please see our article on p. 2.

Staying Connected in the Industry

Heritage is engaged in continuing education and networking in order to be at the forefront of new financial planning techniques. This past quarter our wealth managers attended meetings of the Estate Planning Council and the Florida Bar RPPTL Executive Council, as well as the Joint Tax and Estate Planning Conference.

‘Tis The Season

As the world continues to grapple with the challenges of the COVID pandemic, it is refreshing to reflect upon all that we have to be thankful for this holiday season. This is the time of year to make memories with friends and loved ones, and to look forward to the beginning of a new year. We wish everyone a peaceful and safe holiday season and a prosperous 2022.

Employee Profile

Freddy MacLean

Freddy MacLean

Associate Wealth Manager

We are pleased to welcome Freddy as the newest member of the Heritage team! He joined us in July 2021 as an Associate Wealth Manager. Freddy has a bachelor’s degree in mathematical business and a minor in statistics. He recently moved back to Florida from North Carolina and enjoys spending time out on the water during his down time.