by cortneyh | Oct 13, 2025 | 401K, Financial Advisor, Retirement
Read Time: 3 min As retirement planning continues to evolve, so do the rules governing 401(k) plans and catch-up contributions. A provision of the SECURE Act 2.0 states that high-income earners would no longer be allowed to make catch-up contributions to their...
by cortneyh | Oct 2, 2025 | Disability, Special Needs
Read Time: 8 min Navigating the world of disability services can be overwhelming, especially when trying to understand what support is available and how to access it. Medicaid waivers are programs under Virginia’s Medicaid system (via DMAS and DBHDS) that allow...
by cortneyh | Sep 17, 2025 | Estate Planning, Financial Advisor, Life Insurance
Read Time: 5 min If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. According to industry...
by cortneyh | Sep 2, 2025 | Disability, Special Needs
Read Time: 10 min While the process of applying for Disability Benefits for child has not changed at this time, the process can be slower due to the current cuts to the Social Security Administration (SSA). We also understand that applying for Disability...
by cortneyh | Aug 6, 2025 | Annuity, Estate Planning, Financial Advisor, Life Insurance, Long Term Care, Retirement, Taxes
Read Time: 10 min Taken from: Russell E. Towers, JD, CLU, ChFC VP, Business & Estate The U.S. House (218-214) and the U.S. Senate (50-50 +1 VP Vance tie breaker) have passed the One Big Beautiful Bill Act. President Trump signed the bill into law on...
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