30 West Patrick Street Ste. 100 Frederick, Maryland 21701
Who wants to be a millionaire? Or better yet, a billionaire? Most people would enthusiastically raise their hands on this, but is that realistic? Setting realistic investment goals is crucial for achieving financial success, whether in the short term or long term. Clear objectives help investors stay focused, avoid impulsive decisions, and maintain discipline during […]
Read More… from Setting Realistic Investment Goals: A Guide to Disciplined Investing
Trust. The name says it all. A trust is a legal arrangement that allows a person, known as the grantor, to transfer assets to a trustee. The trustee then manages those assets for the benefit of the trust’s beneficiaries. When it comes to estate planning, trusts are powerful tools for managing and protecting assets. They […]
Read More… from A Brief Guide to the Different Types of Trusts
Written by: Caroline James Achieving financial stability requires careful planning and proactive management of your resources. Understanding how to allocate your finances effectively can make a significant difference in achieving your long-term financial goals. Whether it’s saving for retirement, securing your family’s future, or simply managing daily expenses more efficiently, each step towards financial planning is […]
Read More… from Financial Foresight: Crafting a Long-Term Plan for Monetary Wellness
When it comes to investing, it’s easy—and entirely understandable—to focus on where you’re putting your money in order to make it grow. Years of investment planning, monitoring, and maneuvering go into this very important part of the investing equation. Therefore, it’s easy to overlook the inevitable need to access the money at some point. Investments […]
Read More… from How to Know Which Type of Investment Disbursement Is Right for You
Most people want to build some level of personal wealth over the course of their lifetime. Equity management is a critical aspect of building such wealth. Whether you’re a homeowner, a business owner, or a stock market investor, managing your equity wisely can be decisive in achieving long-term financial security. Here’s what equity management is, […]
Since the invention of money, people have found ways to grow it and, unfortunately, ways to lose it. New products, asset classes, and services constantly emerge, each promising unprecedented returns on investment. However, regardless of what’s trending in the markets, it’s essential to understand the basics—the time-tested strategies that investors have long relied upon to […]
Read More… from Mastering Your Investments: The 4 Essential Types of Portfolio Management
We all know early retirement planning might not be the most exciting thing in the world, but it’s an important part of securing your future. That’s why the Family Heritage Trust Company is here to guide you through all of the ins and outs of preparing for retirement. We hope you’ll use our guide to […]
Written by: Caroline James An unfortunate passing of a loved one is a devastating event for the spouse of the deceased. Older family members in particular may require additional assistance with day-to-day tasks after losing a spouse. Inheriting the financial assets and responsibilities of another individual can be confusing and complicated, but you can take […]
Read More… from How to Help a Grieving Senior with Important Financial Decisions
Do you know what a trust is? If you don’t, you’re not alone. With so many financial terms we’re expected to know, some of them will fall through the cracks. That’s what The Family Heritage Trust Company is here for. A trust is a legal arrangement that involves three parties: the settler or grantor, the […]
