by cortneyh | Jul 9, 2026 | Budgeting, Financial Advisor
Summer is here, which means calendars are filling up with vacations, weekend getaways, family gatherings, camps, activities, and all the little extras that come with enjoying the season. At the same time, the holiday season will be here before we know it. While it may...
by cortneyh | Jun 25, 2026 | Budgeting, College Planning, Financial Advisor
Read Time: 5 min As parents, one of the most common questions we ask is: “Where should I be saving for my child?” The answer isn’t one-size-fits-all. It depends on your goals. Are you saving for college? Long-term independence? Flexibility for an unknown...
by cortneyh | May 7, 2026 | 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...
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 | 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...
by cortneyh | Jun 16, 2025 | Budgeting, Financial Advisor
Read Time: 5 Min Credit card reward programs can be an excellent tool for savvy consumers to maximize value from everyday spending. As a financial planner, I often hear clients ask how to get the most out of their points and whether relying on these rewards is a sound...
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