by cortneyh | May 7, 2026 | Budgeting, Financial Advisor, Life Insurance
READ TIME: 7 MIN While you’re busy preparing for the warm summer months, why not clean your finances this spring as well? Spring is the perfect time to prepare your finances for the upcoming year! Here are some common areas to spend some time on: Take a...
by cortneyh | Apr 30, 2026 | Special Needs
This month we a lucky enough to feature an article by Carinne Mossa the founder of It Takes a Village Special Needs Parent Coaching LLC. Read more about Carinne at the end of this article and be sure to check out their website! Read Time: 5 min As warmer weather...
by cortneyh | Apr 13, 2026 | Retirement, Taxes
Read Time: 5 min Many people assume that taxes naturally decline in retirement. In reality, retirement often introduces a new set of tax challenges including required minimum distributions, Social Security taxation, Medicare premium surcharges, and the...
by cortneyh | Mar 31, 2026 | Retirement, Special Needs
Read Time: 5 min Planning for retirement is complex on its own. When you are also planning for a dependent with disabilities, the decisions surrounding retirement accounts carry even greater weight. IRAs and 401(k)s are often among a family’s largest assets....
by cortneyh | Mar 19, 2026 | Taxes
Read Time: 5 min For many families, taxes are one of the largest expenses they will face over a lifetime. Often exceeding what they spend on housing, food, or healthcare. Yet tax planning is frequently reactive, addressed only at filing time rather than as an...
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