by cortneyh | Nov 11, 2024 | Budgeting, Financial Advisor
READ TIME: 5 MIN Effective budgeting is the cornerstone of financial health. It’s not just about tracking your income and expenses—it’s about making your money work for you. As a financial advisor, I want to share some practical tips and tricks to help you...
by cortneyh | Jul 11, 2024 | Budgeting, Retirement, Taxes
READ TIME: 3 MIN With the first half of the year in the rearview mirror, summertime is a great time to do a mid-year financial review. A mid-year review can help you to take stock of your accomplishments thus far and uncover any needs for adjustments. It’s...
by cortneyh | May 14, 2024 | Budgeting, Financial Advisor, Life Insurance
READ TIME: 7 MIN While you’re busy preparing for the warm summer months, why not clean your finances this spring as well? Spring is the perfect time to prepare your finances for the upcoming year! Here are some common areas to spend some time on: Take a...
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