by cortneyh | Aug 14, 2026 | Estate Planning, Financial Advisor, Long Term Care, Self Care, Special Needs
August is Make-A-Will Month, a timely reminder that while we spend so much of our lives building, saving, protecting, and planning, many families still postpone one of the most important parts of their financial plan: their legal documents for life. As 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 | Sep 17, 2025 | Estate Planning, Financial Advisor, Life Insurance
Read Time: 5 min If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. According to industry...
by cortneyh | Aug 6, 2025 | Annuity, Estate Planning, Financial Advisor, Life Insurance, Long Term Care, Retirement, Taxes
Read Time: 10 min Taken from: Russell E. Towers, JD, CLU, ChFC VP, Business & Estate The U.S. House (218-214) and the U.S. Senate (50-50 +1 VP Vance tie breaker) have passed the One Big Beautiful Bill Act. President Trump signed the bill into law on...
by cortneyh | Feb 28, 2025 | Estate Planning, Financial Advisor
READ TIME: 5 MIN Originally written by Kirstin Hawthorne from Munson Law Firm based on the February 13 Love Letter Workshop hosted with Cortney Heykoop of Clover Leaf Wealth Strategies and adapted for our website articles. Estate planning often conjures up images of...
by cortneyh | Jan 7, 2025 | Disability, Estate Planning, Financial Advisor, Special Needs
READ TIME: 5 MIN Every family is different, which means that each of us must create financial strategies with our particular circumstances in mind. This is especially true for families caring for children with special needs. Parents often need to consider the...
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