by cortneyh | Jun 5, 2023 | Annuity, Financial Advisor, Retirement
READ TIME: 8 MIN Annuities have garnered fans and critics over the years and often are the subject of many misconceptions. But, especially in an environment of rising interest rates and high inflation, an annuity might be a great addition to your financial plan. I am...
by cortneyh | May 22, 2023 | Financial Advisor
READ TIME: 5 MIN When we talk about relationships, we are often referring to how we interact with our family, friends, coworkers and even strangers. But if I asked you about your relationship with money would you know how to respond or even understand what I was...
by cortneyh | Apr 13, 2023 | Financial Advisor
READ TIME: 8 MIN What if I told you that the most valuable legacy you can pass on to your kids and grandkids isn’t an object or money, but education about effectively managing money? April is Financial Literacy Month. This is the perfect time to focus on your...
by cortneyh | Mar 10, 2023 | 401K, IRAs, Retirement
READ TIME: 3 MIN The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels....
by cortneyh | Feb 13, 2023 | 401K, Financial Advisor, Retirement
READ TIME: 4 MIN Wouldn’t it be nice to pay less income tax in retirement? One way is with a tax-advantaged retirement account called a Roth IRA or ROTH 401K. A Roth IRA: Provides the flexibility to withdraw funds only if the money is needed. Is not subject to...
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