Kevin Maltezo, President - First Heritage Financial Services

Kevin Maltezo, President - First Heritage Financial Services Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.

Osaic Wealth is separately owned and
other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth 813-287-8800

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
06/24/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
06/22/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

In the world of finance, the effects of the "confidence gap" can be especially apparent.
06/19/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the world of finance, the effects of the

\$100 not spent is more like \$143. Intrigued?
06/17/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
06/15/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

06/12/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
06/10/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
06/08/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
06/05/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

Address

1511 N West Shore Boulevard, Ste 1100
Tampa, FL
33607

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Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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