by cortneyh | May 14, 2026 | 401K, IRAs, Retirement
Read Time: 5 min Retirement savings is not just about how much you contribute, it is also about where and how you save. Understanding the differences between 401(k)s and IRAs, as well as traditional and Roth options, can help you reduce taxes, increase flexibility,...
by cortneyh | Feb 18, 2026 | 401K, IRAs, Retirement
Read Time: 5 min Planning for retirement is a crucial aspect of running a successful small business, yet it’s often overlooked amid the daily demands of operations and growth. Selecting the right retirement plan not only helps secure your own financial future but...
by cortneyh | Jan 16, 2026 | 401K, Financial Advisor, Medicare, Retirement
Read Time: 4 min For many retirees, Social Security is the foundation of their retirement income. While it was never designed to replace a full paycheck, the timing and strategy behind when and how you claim benefits can have a meaningful impact on your long-term...
by cortneyh | Dec 17, 2025 | 401K, Budgeting, Estate Planning, Financial Advisor, IRAs, Taxes, Uncategorized
Read Time: 4 min As we approach the end of the year, it’s the perfect time to reflect on the accomplishments of the past year and focus on the opportunities that lie ahead. It’s also a great time to review your financial plan to ensure it aligns with your goals. Here...
by cortneyh | Oct 13, 2025 | 401K, Financial Advisor, Retirement
Read Time: 3 min As retirement planning continues to evolve, so do the rules governing 401(k) plans and catch-up contributions. A provision of the SECURE Act 2.0 states that high-income earners would no longer be allowed to make catch-up contributions to their...
by cortneyh | Jul 14, 2025 | 401K, Budgeting, Financial Advisor, Retirement
Read Time: 4 Min Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. 1. No Strategy: Yes, the biggest mistake is having no strategy at all. Without...
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