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...
by cortneyh | Feb 28, 2025 | Estate Planning, Financial Advisor
READ TIME: 5 MIN Originally written by Kirstin Hawthorne from Munson Law Firm based on the February 13 Love Letter Workshop hosted with Cortney Heykoop of Clover Leaf Wealth Strategies and adapted for our website articles. Estate planning often conjures up images of...
by cortneyh | Feb 13, 2025 | 401K, Financial Advisor, IRAs, Retirement
READ TIME: 5 MIN Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half” birthdays start making a comeback. In fact, starting...
Recent Comments