Heritage Wealth Management

May your day be filled with gratitude. Happy Thanksgiving from Jerry and Holly.

We're excited to announce that we've moved our office to Lafayette! Come have coffee with Jerry Lynn at 714 E. Kaliste Saloom Road, Suite D-4. Our phone number and website are still the same: 337.352.1591 | www.heritagewealthla.com

I was very surprised and humbled to learn that Heritage Wealth Management has been nominated for Best of Acadiana in Finance --> Wealth Management. Thank you, Acadiana, and especially my clients, for putting their trust in me!

2025 Acadiana's Choice Vote once per day from June 2 through June 20.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

Understanding the SECURE Act 2.0 A timeline covering a few of the major provisions of the SECURE Act 2.0.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

Managing an Inheritance A windfall from a loved one can be both rewarding and complicated.

The market is as unpredictable as the weather. We’re here to help you prepare.

Forecast This short video helps explain why markets can be as unpredictable as the weather.

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

How to Conquer the World - 5 Financial Strategies for Savvy Single Women Learn more about women taking control of their finances with this infographic.

The average college senior graduates with credit card debt. How will your kids manage money?

Do Your Kids Know The Value of a Silver Spoon? You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Stay ahead this year with this handy Personal Finance Calendar.

Personal Finance Calendar Use this handy calendar to remember the year’s most important financial dates.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

Estate Strategies of the Rich and Famous The examples of famous celebrities underline the need for a clear estate strategy.