by cortneyh | May 21, 2025 | Financial Advisor, Special Needs
Read Time: 5 Min 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, however there are some key differences The purpose of the ABLE account is to allow families to set aside...
by cortneyh | May 14, 2025 | Medicare, Retirement, Taxes
Read Time: 5 Min Whether you’re applying for Social Security in the future or currently receiving benefits, there are some important changes to earnings limits, Medicare premiums, and other differences to keep in mind. Ready for a Cost-of-Living (COLA) increase?...
by cortneyh | Apr 11, 2025 | Self Care
Read Time: 5 Min Spring is here and while we would normally be posting about an article about Tax Planning or “Spring Cleaning” your Finances we decided to shift focus a little this month. April is National Stress Awareness Month. There is so much noise...
by cortneyh | Mar 27, 2025 | Special Needs
Read Time: 5 Min When it comes to managing a special needs trust, families and caregivers often seek solutions that ensure the well-being of their loved one with disabilities while also maintaining the flexibility to adapt to changing needs. One innovative and...
by cortneyh | Mar 17, 2025 | 401K, Financial Advisor, IRAs, Retirement
READ TIME: 5 MIN How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider. What do...
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