by cortneyh | Aug 6, 2025 | Annuity, Estate Planning, Financial Advisor, Life Insurance, Long Term Care, Retirement, Taxes
Read Time: 10 min Taken from: Russell E. Towers, JD, CLU, ChFC VP, Business & Estate The U.S. House (218-214) and the U.S. Senate (50-50 +1 VP Vance tie breaker) have passed the One Big Beautiful Bill Act. President Trump signed the bill into law on...
by cortneyh | Jul 24, 2025 | Disability, Self Care, Social, Special Needs
Read Time: 5 Min Preparing for back-to-school season can be a busy and emotional time for families with children who have disabilities. Here’s a comprehensive checklist to help special needs parents stay organized and ensure a smooth transition to the school...
by cortneyh | Jul 14, 2025 | 401K, Budgeting, Financial Advisor, Retirement
Read Time: 4 Min Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. 1. No Strategy: Yes, the biggest mistake is having no strategy at all. Without...
by cortneyh | Jun 30, 2025 | Disability, Special Needs
Read Time: 5 Min Helping young adults with disabilities build independent living skills is one of the most empowering steps families can take toward preparing for adulthood. From managing daily routines to navigating technology and advocating for their needs,...
by cortneyh | Jun 16, 2025 | Budgeting, Financial Advisor
Read Time: 5 Min Credit card reward programs can be an excellent tool for savvy consumers to maximize value from everyday spending. As a financial planner, I often hear clients ask how to get the most out of their points and whether relying on these rewards is a sound...
Recent Comments