by cortneyh | Jan 18, 2023 | 401K, Financial Advisor, Retirement
READ TIME: 4 MIN When you change jobs, it’s critical to remember to create a plan for past employer sponsored retirement accounts. While you have the choice to simply leave it, you also have the option to consolidate past plans which brings all funds into one...
by cortneyh | Dec 19, 2022 | 401K, Financial Advisor, Retirement
READ TIME: 3 MIN Panic selling is not an investment strategy. I repeat: panic selling is not an investment strategy! Good days and bad days are a fact of life in the market. Sometimes it’s up and we celebrate. But when it dips, we worry…and if it tanks, forget it:...
by cortneyh | Aug 19, 2022 | 401K, Financial Advisor, Retirement
READ TIME: 3 MIN Retirement planning hasn’t changed all that much over the years. You work, you save and then you retire. But while the mechanics may be the same, today we are facing some challenges that previous generations didn’t have to worry about. Today our life...
by cortneyh | Jul 19, 2022 | 401K, Financial Advisor, Retirement, Social
READ TIME: 3 MIN With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be challenging to...
by cortneyh | Nov 24, 2020 | 401K
RETIREMENT READ TIME: 4 MIN The SECURE Act was passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA...
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