by cortneyh | Sep 17, 2025 | Estate Planning, Financial Advisor, Life Insurance
Read Time: 5 min If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. According to industry...
by cortneyh | Sep 2, 2025 | Disability, Special Needs
Read Time: 10 min While the process of applying for Disability Benefits for child has not changed at this time, the process can be slower due to the current cuts to the Social Security Administration (SSA). We also understand that applying for Disability...
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...
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