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Turning 18 with Special Needs (Part 2)

by cortneyh | Nov 11, 2022 | Financial Advisor, Special Needs

READ TIME: 5 MIN  Last month I talked about things you need to consider when your child turns 18, Your Child Is Considered An Adult. Now What? (part 1). This month I would like to look at additional considerations you will need to look at if your child has special...

Your Child Is Considered An Adult. Now What? (part 1)

by cortneyh | Oct 17, 2022 | College Planning, Financial Advisor, Special Needs

READ TIME: 3 MIN  As you may know from my social media and blogs, I have a freshman in college this year and a high school senior.  By February I will have two 18 year old children. This is an important milestone to be celebrated, but there are so many changes in...

September is National Life Insurance Awareness Month

by cortneyh | Sep 12, 2022 | Financial Advisor, Life Insurance, Long Term Care, Retirement

READ TIME: 3 MIN  Life doesn’t stand still. Neither do your life insurance needs. If you already have a policy now is a great time to review your current coverage. And, if you don’t have life insurance it’s a great time to access your needs and look at the options....

Is It Time for a Retirement Savings “Checkup”?

by cortneyh | Aug 19, 2022 | 401K, Financial Advisor, Retirement

READ TIME: 3 MIN  Retirement planning hasn’t changed all that much over the years. You work, you save and then you retire. But while the mechanics may be the same, today we are facing some challenges that previous generations didn’t have to worry about. Today our life...

Weathering Inflation and Economic Uncertainty

by cortneyh | Jul 19, 2022 | 401K, Financial Advisor, Retirement, Social

READ TIME: 3 MIN  With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be challenging to...
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