Blog

Video: Quarterly Market Review

On May 17th, Cory Hoffer of Hermitage Wealth and Elizabeth Dooley of City National Rochdale discussed the current trends that investors face.

5 Facts to Remember During Market Volatility

February Edu(k)ation Workshop - Medicare Insurance

Are Capital Gains Taxes Changing?

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.One of the proposals Congress is considering sets the top rate for taxing...

The Underutilized Benefits of a Health Savings Account

Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example.In 2019, 55% of those with HSAs...

Distracted America

Over the last year, many have seen their lives impacted by the COVID-19 pandemic. The ways in which we work, live, and communicate have drastically changed, to say the least.It’s difficult to predict what other aspects of life...

Do You Qualify for the Child Tax Credit?

There are no two ways around it: childcare is expensive! In many cities, it can cost nearly as much as the mortgage or rent payment, which puts parents in a Catch-22: they have to work to afford childcare, but they need childcare in...

Not all Debt is Created Equal

When meeting with clients to determine the most efficient ways to maximize retirement savings, it’s not unusual for me to come across debt in a portfolio which prompts the million dollar client question, “Is it better to...

A Note About Inflation

As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is...

Ways to Put Your Tax Refund to Work

Saving money is a bit like eating healthy, you know you should eat your veggies but it’s hard to resist indulging in something a bit more fun. Like making healthy choices, a tax refund can present the opportunity to splurge but,...

Don’t Let Unexpected Expenses Derail Your Retirement

While it’s natural to look ahead to a leisurely retirement, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four...

Cashflow for the Kiddos!

We always hope our clients feel confident discussing money with their families. The truth is, talking about money can be uncomfortable! Where do you begin? What’s the right age? The good news is, it’s never too early to...

Weekly Market Insights: Fed Chair Says No Change For Now

Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill.The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%....

Happy Anniversary to Jan!

On February 8th we celebrated Jan White's 10th anniversary with Heritage Wealth Management. Jan is a pleasure to work with and we are so appreciative of all her hard work. Thank you for all you do, Jan!

2021 Tips for Cyber Security

As we’ve seen, data breaches, such as the Russian-based SolarWinds attack that was announced late last year, can have major impact on online security. In light of these recent data breaches, we wanted to send along some tips to...

Financial resolutions that are actually attainable.

We wish you a very happy new year! As we close in on year-end, a common topic of conversation amongst friends and family is what resolutions they vow to make in the new year. One of the top kind of resolutions deal with finances in...

The Holidays are Upon Us - Plan Ahead!

As the leaves fall and the sweaters come out, autumn is typically the time of year when many are feeling the financial effects of vacation-packed summers. This year there’s likely an additional element impacting you...

October Market Matters

Despite a shift in focus towards the fast-approaching presidential election, vaccine development remains a source of good news. Moderna – one of the leading COVID-19 vaccine developers – stated that it will not enforce...

Market update and other ways we can help

Vaccine development continues to a be a source for good news in the fight against COVID-19. AstraZeneca announced its vaccine candidate entered the final stage of testing in the US, while Moderna, Pfizer and BioNTech have vaccine...

J. Cory Hoffer Named 2020 Financial Times 401 Top Retirement Advisers

Hermitage Wealth Management is pleased to announce that J. Cory Hoffer has been named as of the 2020 Financial Times 401 Top Retirement Advisers (FT 401). The FT 401 aims to provide a list of professionals who specialize in advising...

Storing Your 4 Most Important Personal Documents

There are a few important documents that are imperative to know where they are at all times and ensure they are protected from theft and in case of emergency. Often times, these documents can be difficult to find when needed most, so...

Advisor Group and Ladenburg Thalmann Merger

ADVISOR GROUP ANNOUNCES COMPLETION OF MERGER WITH LADENBURG THALMANN FINANCIAL SERVICES TO CREATE INDUSTRY’S LARGEST NETWORK OF WEALTH MANAGEMENT FIRMS Transaction Expands Advisor Group’s Industry Leadership, with...

Growing Team

We are excited to announce that Adam Hall and Patrick Toohers have joined our team.

Wedding Celebration

“On Friday May 10th, one of our financial advisors, Russell Munn and his now wife Danielle Orlandi got married. We are so happy for these two and wish them years of wealth and happiness!”

9 Facts About Social Security

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...