“Always bear in mind that your own resolution to succeed is more important than any other.”– Abraham Lincoln
Heritage Update
New Year’s Resolution
As we approach the end of 2025, it’s natural to start thinking about what you want to achieve in the year ahead. The start of a new year often brings the motivation to make changes—but lasting progress comes from setting clear, achievable goals. For more on how to turn financial intentions into lasting habits, see our article titled “A Financial Resolution You Can Keep.”
Heritage in the Community
This year Heritage sponsored the Boca Raton St. Jude Fall Festival which took place from November 6th through November 9th. Held on St. Jude’s Boca Raton campus, the event was full of fun festival rides and awesome food and raised money for a great cause!
Year-End Giving
As the year winds down, it’s the perfect time to review your charitable giving plans. Gifting strategies can require time for administrative processing, so starting early is important. Aligning charitable impact with your financial goals can be a rewarding way to close out the year—both financially and personally.
Employee Profile
Veronica Plancarte
Trading and Operations Associate
Veronica has been with Heritage since 2012. She holds a bachelor’s degree from the University of Florida and a Doctorate in Psychology from Baylor University. Veronica’s responsibilities include trading, compliance reviews, and database maintenance, as well as numerous other duties. Away from the office, she enjoys adventures with her family, solving puzzles, and having coffee time with friends.