The Latest From Our Blog

As the United States celebrates its 250th birthday, Brett Carleton, CFP®, shares Heritage Wealth Management's Summer 2026 Market Perspectives. In this update, Brett discusses the key events from the second quarter of 2026, including inflation, the labor market, U.S. manufacturing, the new Federal Reserve Chair, easing tensions in the Middle East, lower energy prices, and the excitement surrounding the FIFA World Cup. Most importantly, he explains why staying focused on your long-term financial plan remains the best strategy through changing market conditions. As Heritage Wealth Management celebrates 24 years of serving families, we sincerely thank you for your continued trust and support.

Estate planning isn't just about wills and trusts; it's about making life easier for the people you love. Discover five common beneficiary mistakes families make and why reviewing your designations may be one of the simplest ways to help protect your family's future.

Choosing a financial advisor is about more than investment performance. Investors should understand an advisor’s investment philosophy, planning process, communication style, compensation structure, fiduciary responsibility, and experience working with families in similar situations. Asking the right questions can help you find a long-term financial planning partner who aligns with your goals, values, and financial future.

Before choosing investments or retirement strategies, ask yourself the questions that matter most. Discover 10 powerful financial planning questions that can help clarify your goals, priorities, risk tolerance, and long-term vision for your wealth.

Teachers nearing retirement should review TRS pensions, Social Security benefits, 403(b) accounts, healthcare costs, and retirement income strategies before summer ends. Learn key retirement planning considerations for educators preparing for retirement and how proactive financial planning can help create long-term confidence and flexibility.

Grandparents should be cautious before opening Trump Accounts. Learn the IRS rules, risks, and planning considerations for family wealth strategies.

Starting in 2026, ACA health plans may qualify for HSA eligibility. Learn how expanded access to Health Savings Accounts can reduce taxes, improve healthcare planning, and enhance long-term wealth strategies.

Wondering what happens during your first meeting with a financial advisor? Learn what to expect during an initial consultation with Heritage Wealth Management in Houston, including financial planning, investment review, retirement guidance, and more.

Tax season may be over, but the best tax planning starts now. Learn why proactive planning after Tax Day can help reduce taxes, improve cash flow, and strengthen your long-term financial strategy.

The OBBB introduces new charitable giving rules in 2026 that may reduce tax deductions for many donors. Learn how high-income families can adjust their charitable strategy to maximize tax efficiency.

Starting in 2026, the One Big Beautiful Bill (OBBB) introduces new charitable giving rules, including a 0.5% AGI threshold, reduced deduction benefits for high-income earners, and limited deductions for non-itemizers. This guide explains what’s changing and outlines tax-efficient strategies like bunching donations, donating appreciated assets, and coordinating giving with income events to help maximize impact.