by cortneyh | May 11, 2022 | Taxes
READ TIME: 4 MIN I know you just filed your tax return and the last thing you want to think about is next year’s taxes but making a few changes now can make filing next year’s tax return much easier, more organized, and less time consuming. I am going to share...
by cortneyh | Apr 8, 2022 | Social
READ TIME: 5 MIN April 22 is Earth Day; a day about awareness and appreciation of our planet, its resources, and its environment. For the past 50 years, Earth Day has been celebrated by billions of people around the globe. In its early years, Earth Day was little...
by cortneyh | Mar 10, 2022 | Financial Advisor, Special Needs
READ TIME: 4 MIN You may have heard of an ABLE account but what exactly is it? ABLE stands for Achieving a Better Life Experience and was created in 2014 by the ABLE Act. An ABLE account is very much like a 529 plan however, there are some key differences we will...
by cortneyh | Feb 17, 2022 | Estate Planning, Financial Advisor
WHY ESTATE PLANNING IS IMPORTANT READ TIME: 4 MIN Estate planning can be one of the most misunderstood aspects of financial planning, however, it’s a vital part to ensure your assets and family are protected. Unfortunately, many people believe only the wealthy need...
by cortneyh | Jan 14, 2022 | College Planning
COLLEGE PLANNING READ TIME: 4 MIN As you may know, my oldest is in his senior year of high school, so I am living “FASFA Time” from a different perspective this year. Parents, I am right there with you. College applications have officially all been submitted and...
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