Heritage Financial Consultants

07/14/2026

Today is Women's Retirement Security Day, a national day of action focused on raising awareness and improving retirement outcomes for women. The data makes clear that women face unique and compounding challenges on the road to retirement, from the gender pay gap to caregiving responsibilities to longer life expectancy. Understanding these gaps is the first step toward closing them. Swipe through to discover more and contact our team when you are ready to create a plan tailored to your goals.

American Retirement Association

07/13/2026

Financial Independence Month is a great reminder that the journey to financial freedom looks different for everyone, and for many, it starts with tackling debt. Small, intentional steps add up faster than you think. Connect with our team to build a plan that works for you.

07/10/2026

Markets had plenty of reasons to stumble this quarter and instead delivered their strongest rally since 2020. Nasser Ali, Director of Investment Management, breaks down how easing oil prices, resilient consumer spending, and a rebound in AI-related stocks shaped the second quarter, plus what we’re watching as we move into the second half of the year.

Read the full 2026 2nd Quarterly Review here 🔗

2026 2nd Quarterly Review by Nasser Ali | Jul 9, 2026 | Client Communication, Quarterly Letters Resilient is the best way to summarize the second quarter. As the second quarter progressed, the financial markets looked past the Iran conflict as early irritants subsided. Elevated oil prices tumbled in...

07/09/2026

Congratulations to Kathy Armstrong/Heritage Financial Consultants, LLC on being named to the InvestmentNews $100M Club: Top Female Advisors 2026! This national recognition celebrates female advisors who individually manage $100 million or more in assets under management. Well deserved, Kathy — congratulations!

Learn more about the recognition: https://www.heritageconsultants.com/congratulations-kathy-armstrong/

The $100M Club: Top Female Advisors issued by InvestmentNews on 6/17/2026 for the assets under management in the previous calendar year was awarded to female advisors who individually manage at least $100 million. The financial professional applied for the recognition. The final list of award recipients was determined based on each eligible advisor's individual assets under management reported between January 1 and December 31, 2025. 340 female advisors were considered for this honor and 31.76% were selected. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

07/06/2026

Most people think of financial independence as a destination, but it is really a journey. The habits you build today shape the freedom you enjoy tomorrow. This Financial Independence Month, our team is ready to help you put the right plan in place.

07/04/2026

Happy Independence Day! Heritage is wishing you a day filled with joy and celebration!

07/03/2026

As we celebrate 250 years of American independence, it's worth noting the market has reinvented itself just as often as the country has. From the original 12 stocks on the Dow to today's AI and space companies entering the Nasdaq-100, this week's Insight by Nasser Ali, Director of Investment Management, traces how our major indexes have evolved alongside the economy, and asks what that constant reinvention means for investors today.

250 Years of Change: How Our Market Indexes Evolved by Nasser Ali | Jul 1, 2026 | Client Communication, Our Insights Two and a half centuries after declaring independence from Great Britain, we live in a world that the Founding Fathers could scarcely have imagined. From gene-editing therapy to comme...

07/01/2026

We all dream of it, but what does ‘financial independence’ really mean? There’s no absolute definition of what being financially independent means, but at its core, it’s the ability to live free of financial stress. What is your definition?

Stay tuned throughout the month for tips and strategies to help achieve all financial goals!

06/29/2026

Annuity Awareness Month is wrapping up. If this month got you thinking about your retirement income strategy, that's a good place to start. Reach out to your Heritage advisor to review your options.

06/28/2026

Insurance is more than just a policy. On National Insurance Awareness Day, take a moment to review your coverage and make sure it still reflects your current situation and the needs of those who depend on you.