by cortneyh | Apr 13, 2023 | Financial Advisor
READ TIME: 8 MIN What if I told you that the most valuable legacy you can pass on to your kids and grandkids isn’t an object or money, but education about effectively managing money? April is Financial Literacy Month. This is the perfect time to focus on your...
by cortneyh | Mar 10, 2023 | 401K, IRAs, Retirement
READ TIME: 3 MIN The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels....
by cortneyh | Feb 13, 2023 | 401K, Financial Advisor, Retirement
READ TIME: 4 MIN Wouldn’t it be nice to pay less income tax in retirement? One way is with a tax-advantaged retirement account called a Roth IRA or ROTH 401K. A Roth IRA: Provides the flexibility to withdraw funds only if the money is needed. Is not subject to...
by cortneyh | Jan 18, 2023 | 401K, Financial Advisor, Retirement
READ TIME: 4 MIN When you change jobs, it’s critical to remember to create a plan for past employer sponsored retirement accounts. While you have the choice to simply leave it, you also have the option to consolidate past plans which brings all funds into one...
by cortneyh | Dec 27, 2022 | Estate Planning, Financial Advisor, Special Needs
READ TIME: 10 MIN As many of you already know not only am I a Financial Advisor and a Chartered Special Needs Consultant, but I am also a Special Needs Mom. In 2022 we launched our Special Needs Binder and email series. My goal is to continue supporting this...
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