Heritage Capital, LLC is an award-winning personal investment management firm dedicated to growing your portfolio and protecting your assets as we work as a team to achieve your lifetime financial goals. With a focus on long-term planning for your comfortable retirement and your familyís education needs, we provide you the peace of mind that comes from entrusting your financial future to experienced, educated, and trustworthy professionals. In todayís ever changing investment landscape, itís simply not enough to create a static asset allocation and forget about it. We take a very proactive approach with your portfolio, monitoring it 24/7 and making necessary adjustments as we seek to deliver superior investment returns.
Five tips college students need to be credit card smart
Going to college is, for most students, the first time they'll feel really independent. And, accordingly, the rest of the world starts treating them like adults too, from the expectations of college professors to the credit card offers that will start flooding in. And just as it's important to study hard for a major, it's essential to learn what are the real benefits and repercussions of having a credit card. more
2010 is the last year for certain tax breaks
Many credits that saved Americans thousands of dollars on their 2009 tax returns are also good for 2010. The federal credits being extended through 2010 will impact workers, families, college students, low-income taxpayers and homeowners who make green improvements. more
Make your money work for you with pain-free spending cuts
The best way to start evaluating your finances is to compare your monthly income and expenses. This is the scary part, but it's the necessary first step to keeping more of your money in your pocket where it belongs. more