by cortneyh | Feb 12, 2024 | Financial Advisor, Long Term Care, Special Needs
READ TIME: 8 MIN The Medicaid Waiver program throughout the United States is incredibly complex. While Medicaid is a Federal Program, it is run by each individual state. This makes it confusing to fully understand all the ins and outs of the various states. ...
by cortneyh | Dec 12, 2023 | Financial Advisor, Taxes
READ TIME: 3 MIN What is Tax-Loss Harvesting? Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. While this doesn’t get rid of your losses, it can...
by cortneyh | Nov 20, 2023 | Long Term Care, Retirement
READ TIME: 5 MIN Seven in ten people over age 65 can expect to need extended care services at some point in their lives and you might be shocked to discover that as few as 3% of Americans have a fully funded plan for long-term care expenses. Many people think...
by cortneyh | Oct 12, 2023 | 401K, Estate Planning, Financial Advisor, IRAs, Retirement, Special Needs
READ TIME: 5 MIN Most Americans have an ongoing fear of living beyond the money they’ve saved for their retirement years. And it’s not an irrational fear. There is, in fact, an actual lack of retirement preparedness among Americans, and it’s drawn the attention...
by cortneyh | Sep 12, 2023 | College Planning, Financial Advisor
READ TIME: 3 MIN Fall is here and schools are in session! Many of you may already have children or grandchildren in college or maybe they are just starting the application process. Either way, we would like to share information regarding recent changes to the...
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