Kevin Maltezo, President - First Heritage Financial Services

Kevin Maltezo, President - First Heritage Financial Services Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.

Osaic Wealth is separately owned and
other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth 813-287-8800

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
07/17/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

There are billions in unclaimed dollars in the US. Is some of that yours?
07/15/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected jo...
07/13/2026

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
07/10/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.
07/08/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
07/06/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

This piece presents an overview of fundamental steps to consider when a loved one passes.
07/03/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
07/01/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
06/29/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

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