by cortneyh | Sep 6, 2024 | Business Succession Planning, Disability, Financial Advisor, Life Insurance
READ TIME: 5 MIN Accidents can happen to anyone at any time, and the consequences can be life-altering. Whether it’s a car crash, a workplace injury, or a mishap at home, the resulting disabilities can impact your ability to work and earn a living. This is...
by cortneyh | Aug 26, 2024 | Special Needs
READ TIME: 5 MIN As the new school year approaches, parents of children with disabilities face unique challenges. From ensuring that your child’s Individualized Education Program (IEP) is up-to-date to preparing them for the transition back to school, there are...
by cortneyh | Aug 8, 2024 | Estate Planning
READ TIME: 4 MIN August is National Make a Will Month, an important reminder of the necessity of having a well-drafted will. A will is more than just a legal document; it’s a crucial tool in ensuring that your wishes are respected and your loved ones are taken...
by cortneyh | Aug 1, 2024 | Special Needs
READ TIME: 7 MIN There are many things to take into consideration when looking at housing options for our adult loved ones with developmental disabilities beyond how you are going to fund/pay for their housing. Housing for adults with disabilities has two other...
by cortneyh | Jul 11, 2024 | Budgeting, Retirement, Taxes
READ TIME: 3 MIN With the first half of the year in the rearview mirror, summertime is a great time to do a mid-year financial review. A mid-year review can help you to take stock of your accomplishments thus far and uncover any needs for adjustments. It’s...
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