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Make-A-Will Month

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...

Planning Inclusive Family Activities and Vacations

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...

Disability Awareness Due to the Anniversary of the ADA. How Do You Reduce the Impact of a Disability on Your Family?

by cortneyh | Jul 15, 2026 | Disability

In July of 1990, the Americans with Disabilities Act (ADA) was signed into law, creating protections and expanding access for individuals with disabilities across our country. Each anniversary is an important reminder of how far we have come—and how much intentional...

Are You Budgeting Correctly for Summer Vacations and Upcoming Holiday Spending? 

by cortneyh | Jul 9, 2026 | Budgeting, Financial Advisor

Summer is here, which means calendars are filling up with vacations, weekend getaways, family gatherings, camps, activities, and all the little extras that come with enjoying the season. At the same time, the holiday season will be here before we know it. While it may...

Navigating ABLE Accounts: Benefits and Best Practices

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...
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Recent Posts

  • Make-A-Will Month
  • Planning Inclusive Family Activities and Vacations
  • Disability Awareness Due to the Anniversary of the ADA. How Do You Reduce the Impact of a Disability on Your Family?
  • Are You Budgeting Correctly for Summer Vacations and Upcoming Holiday Spending? 
  • Navigating ABLE Accounts: Benefits and Best Practices

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