by cortneyh | Sep 12, 2023 | College Planning, Financial Advisor
READ TIME: 3 MIN Fall is here and schools are in session! Many of you may already have children or grandchildren in college or maybe they are just starting the application process. Either way, we would like to share information regarding recent changes to the...
by cortneyh | Aug 11, 2023 | Business Succession Planning, Financial Advisor, Life Insurance
READ TIME: 5 MIN National Life Insurance Awareness Month is just a few weeks away and this is a great time to discuss the importance on Life Insurance. Life insurance is designed to help protect a household from the financial hardships that may follow the untimely...
by cortneyh | Jul 19, 2023 | Social, Special Needs
READ TIME: 5 MIN If you are familiar with me or have browsed my website, which I encourage you to do if you have stumbled across me for the first time, you know that I am passionate about working with the Special Needs/Disabled Community. I am a Chartered...
by cortneyh | Jun 5, 2023 | Annuity, Financial Advisor, Retirement
READ TIME: 8 MIN Annuities have garnered fans and critics over the years and often are the subject of many misconceptions. But, especially in an environment of rising interest rates and high inflation, an annuity might be a great addition to your financial plan. I am...
by cortneyh | May 22, 2023 | Financial Advisor
READ TIME: 5 MIN When we talk about relationships, we are often referring to how we interact with our family, friends, coworkers and even strangers. But if I asked you about your relationship with money would you know how to respond or even understand what I was...
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