by cortneyh | Dec 10, 2024 | College Planning, Estate Planning, Financial Advisor, Life Insurance, Taxes
READ TIME: 5 MIN As the year comes to a close, many of us reflect on what we’ve accomplished and how we can make a positive impact on the people and causes that matter most to us. Whether it’s supporting a favorite charity, helping a family member save for...
by cortneyh | Nov 22, 2024 | College Planning, Disability, Estate Planning, Financial Advisor, Special Needs
READ TIME: 5 MIN The holiday season is a time of warmth, family, and giving. While many people focus on presents that bring immediate joy, there is an opportunity to make gifts that last far beyond the holiday season. Gifting with an eye toward legacy can have lasting...
by cortneyh | Sep 12, 2023 | College Planning, Financial Advisor
READ TIME: 3 MIN Fall is here and schools are in session! Many of you may already have children or grandchildren in college or maybe they are just starting the application process. Either way, we would like to share information regarding recent changes to the...
by cortneyh | Oct 17, 2022 | College Planning, Financial Advisor, Special Needs
READ TIME: 3 MIN As you may know from my social media and blogs, I have a freshman in college this year and a high school senior. By February I will have two 18 year old children. This is an important milestone to be celebrated, but there are so many changes in...
by cortneyh | Jan 14, 2022 | College Planning
COLLEGE PLANNING READ TIME: 4 MIN As you may know, my oldest is in his senior year of high school, so I am living “FASFA Time” from a different perspective this year. Parents, I am right there with you. College applications have officially all been submitted and...
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