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Top Financial Tips to Year-End

This year-end is a very unusual one. Not only will the presidency be changing in early 2017,  but Congress will now join the party in power for the first time since the 2008 election and 111th Congress. That means for the most part, any legislation that passes Congress will likely be signed into law by the president. Before you dismiss this as a political post, read on. Because Speaker of the House, Paul Ryan, has been in power for several […]   Read More
Paul's Insights
Date: December 21, 2016
Paul Schatz, President, Heritage Capital

A “To Do” List Before 2013 Ends

Don’t leave money on the table In uncertain economic times, many employees put off contributions to retirement accounts, reasoning that they will make up lost ground when times improve.  Doing so, however, could result in leaving what is virtually “free” money on the table.     If you have a 401(k) or comparable retirement account where your employer matches your contributions always contribute enough each year to receive your full employer match.  Not doing so leaves money on the table. […]   Read More
Paul's Insights
Date: December 27, 2013
Paul Schatz, President, Heritage Capital

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