by cortneyh | Nov 20, 2023 | Long Term Care, Retirement
READ TIME: 5 MIN Seven in ten people over age 65 can expect to need extended care services at some point in their lives and you might be shocked to discover that as few as 3% of Americans have a fully funded plan for long-term care expenses. Many people think...
by cortneyh | Oct 12, 2023 | 401K, Estate Planning, Financial Advisor, IRAs, Retirement, Special Needs
READ TIME: 5 MIN Most Americans have an ongoing fear of living beyond the money they’ve saved for their retirement years. And it’s not an irrational fear. There is, in fact, an actual lack of retirement preparedness among Americans, and it’s drawn the attention...
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...
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