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 | May 14, 2026 | 401K, IRAs, Retirement
Read Time: 5 min Retirement savings is not just about how much you contribute, it is also about where and how you save. Understanding the differences between 401(k)s and IRAs, as well as traditional and Roth options, can help you reduce taxes, increase flexibility,...
by cortneyh | May 7, 2026 | 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 30, 2026 | Self Care, 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 | Apr 13, 2026 | Retirement, Taxes
Read Time: 5 min Many people assume that taxes naturally decline in retirement. In reality, retirement often introduces a new set of tax challenges including required minimum distributions, Social Security taxation, Medicare premium surcharges, and the...
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