Articles
Featured Articles
Learn more about key concepts and topics related to financial planning.
Ensuring Business Legacy: The Importance of Continuity and Succession Planning for Small Business Owners
READ TIME: 7 MIN Small businesses are the backbone of economies worldwide, contributing...
The Family Love Letter*: Planning to Protect and Preserve Your Family
READ TIME: 3 MIN Most of us have spent the majority of our adult lives focusing on providing for...
The Intricacies of Virginia’s Medicaid Waiver Programs
READ TIME: 8 MIN The Medicaid Waiver program throughout the United States is incredibly...
Is Tax-Loss Harvesting a Good Idea?
READ TIME: 3 MIN What is Tax-Loss Harvesting? Tax-loss harvesting means taking capital...
Long-Term Care Insurance (LTC) is a Critical But often Overlooked Component of Retirement Planning and Can Have a Devastating Impact on the Healthier Spouse
READ TIME: 5 MIN Seven in ten people over age 65 can expect to need extended care services...
SECURE Act 2.0: How Will It Impact You?
READ TIME: 5 MIN Most Americans have an ongoing fear of living beyond the money they’ve...
Free Application for Federal Student Aid (FAFSA) Changes
READ TIME: 3 MIN Fall is here and schools are in session! Many of you may already have...
How To Effectively Use Life Insurance in Business
READ TIME: 5 MIN National Life Insurance Awareness Month is just a few weeks away and this is a...
Celebrating Disability Pride!
READ TIME: 5 MIN If you are familiar with me or have browsed my website, which I encourage...
Are Annuities “Bad”?
READ TIME: 8 MIN Annuities have garnered fans and critics over the years and often are the...
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cortney@cloverleafwealth.com
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