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Finding the Right Therapists: Tips for Special Needs Families

by cortneyh | Feb 2, 2026 | Self Care, Special Needs

  Read Time: 4 min Finding the right therapist for a child with special needs can feel overwhelming. With so many options and specialties, families often wonder where to start and what truly matters in their search. The right therapist doesn’t just support the...

Maximizing Your Social Security: Strategies to Implement and Know Your Options

by cortneyh | Jan 16, 2026 | 401K, Financial Advisor, Medicare, Retirement

  Read Time: 4 min For many retirees, Social Security is the foundation of their retirement income. While it was never designed to replace a full paycheck, the timing and strategy behind when and how you claim benefits can have a meaningful impact on your long-term...

Jump Start The New Year With These Year-End Planning Tips

by cortneyh | Dec 17, 2025 | 401K, Budgeting, Estate Planning, Financial Advisor, IRAs, Taxes, Uncategorized

Read Time: 4 min As we approach the end of the year, it’s the perfect time to reflect on the accomplishments of the past year and focus on the opportunities that lie ahead. It’s also a great time to review your financial plan to ensure it aligns with your goals. Here...

Navigating Caregiver Burnout: Strategies for Prevention and Preparedness

by cortneyh | Nov 12, 2025 | Disability, Financial Advisor, Long Term Care, Self Care

Read Time: 5 min Caring for a loved one, whether a child with disabilities or an aging parent, is an act of profound love and commitment. However, the demands of caregiving can take a significant physical, emotional, and financial toll. As a financial planner working...

Upcoming Changes to 401(k) Catch-Up Contributions in 2026

by cortneyh | Oct 13, 2025 | 401K, Financial Advisor, Retirement

  Read Time: 3 min As retirement planning continues to evolve, so do the rules governing 401(k) plans and catch-up contributions. A provision of the SECURE Act 2.0 states that high-income earners would no longer be allowed to make catch-up contributions to their...
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