by cortneyh | Jul 11, 2024 | Budgeting, Retirement, Taxes
READ TIME: 3 MIN With the first half of the year in the rearview mirror, summertime is a great time to do a mid-year financial review. A mid-year review can help you to take stock of your accomplishments thus far and uncover any needs for adjustments. It’s...
by cortneyh | Jun 14, 2024 | Medicare
READ TIME: 5 MIN Navigating the intricacies of Medicare can be challenging, especially when choosing between Medicare Supplement (Medigap) plans and Medicare Advantage plans. Both options have unique benefits and potential drawbacks, and understanding these can...
by cortneyh | May 14, 2024 | Budgeting, Financial Advisor, Life Insurance
READ TIME: 7 MIN While you’re busy preparing for the warm summer months, why not clean your finances this spring as well? Spring is the perfect time to prepare your finances for the upcoming year! Here are some common areas to spend some time on: Take a...
by cortneyh | Apr 15, 2024 | 401K, Financial Advisor, Retirement, Taxes
READ TIME: 9 MIN What’s better than knowing you’re doing a good job saving for retirement? 401(k) employer-sponsored retirement savings plans can be key when saving for your retirement. The name 401K comes from the section of the Internal Revenue Code the...
by cortneyh | Mar 20, 2024 | Business Succession Planning, Financial Advisor, Retirement
READ TIME: 7 MIN Small businesses are the backbone of economies worldwide, contributing significantly to employment and innovation. However, many small business owners overlook a critical aspect of their long-term sustainability: continuity and succession...
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