by cortneyh | Aug 14, 2026 | Estate Planning, Financial Advisor, Long Term Care, Self Care, Special Needs
August is Make-A-Will Month, a timely reminder that while we spend so much of our lives building, saving, protecting, and planning, many families still postpone one of the most important parts of their financial plan: their legal documents for life. As a...
by cortneyh | Aug 6, 2026 | Special Needs, Uncategorized
Family vacations and shared experiences create some of life’s most cherished memories. For families raising children with disabilities, however, these moments often require extra planning, thoughtful preparation, and a willingness to advocate for their...
by cortneyh | Jul 2, 2026 | ABLE Accounts, Disability, Special Needs
Read Time: 5 min Navigating ABLE accounts effectively can be a game changer for individuals with disabilities and their families seeking financial stability and long-term independence. Achieving a Better Life Experience (ABLE) accounts are tax advantaged...
by cortneyh | May 28, 2026 | Disability, Financial Advisor, Special Needs
Read Time: 5 min When you are raising or supporting a family member with disabilities, financial planning takes on an entirely different dimension. It is no longer just about retirement timelines or college savings goals. It becomes about lifetime security,...
by cortneyh | Apr 30, 2026 | Special Needs
This month we a lucky enough to feature an article by Carinne Mossa the founder of It Takes a Village Special Needs Parent Coaching LLC. Read more about Carinne at the end of this article and be sure to check out their website! Read Time: 5 min As warmer weather...
by cortneyh | Mar 31, 2026 | Retirement, Special Needs
Read Time: 5 min Planning for retirement is complex on its own. When you are also planning for a dependent with disabilities, the decisions surrounding retirement accounts carry even greater weight. IRAs and 401(k)s are often among a family’s largest assets....
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