by cortneyh | Feb 13, 2024 | Estate Planning, Financial Advisor
READ TIME: 3 MIN Most of us have spent the majority of our adult lives focusing on providing for our family’s current needs, setting up our children to be successful and independent adults, and hopefully setting ourselves up to eventually enjoy retirement. But,...
by cortneyh | Oct 12, 2023 | 401K, Estate Planning, Financial Advisor, IRAs, Retirement, Special Needs
READ TIME: 5 MIN Most Americans have an ongoing fear of living beyond the money they’ve saved for their retirement years. And it’s not an irrational fear. There is, in fact, an actual lack of retirement preparedness among Americans, and it’s drawn the attention...
by cortneyh | Dec 27, 2022 | Estate Planning, Financial Advisor, Special Needs
READ TIME: 10 MIN As many of you already know not only am I a Financial Advisor and a Chartered Special Needs Consultant, but I am also a Special Needs Mom. In 2022 we launched our Special Needs Binder and email series. My goal is to continue supporting this...
by cortneyh | Feb 17, 2022 | Estate Planning, Financial Advisor
WHY ESTATE PLANNING IS IMPORTANT READ TIME: 4 MIN Estate planning can be one of the most misunderstood aspects of financial planning, however, it’s a vital part to ensure your assets and family are protected. Unfortunately, many people believe only the wealthy need...
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