by cortneyh | Jan 16, 2026 | 401K, Financial Advisor, Medicare, Retirement
Read Time: 4 min For many retirees, Social Security is the foundation of their retirement income. While it was never designed to replace a full paycheck, the timing and strategy behind when and how you claim benefits can have a meaningful impact on your long-term...
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 | Nov 12, 2025 | Disability, Financial Advisor, Long Term Care, Self Care
Read Time: 5 min Caring for a loved one, whether a child with disabilities or an aging parent, is an act of profound love and commitment. However, the demands of caregiving can take a significant physical, emotional, and financial toll. As a financial planner working...
by cortneyh | Oct 13, 2025 | 401K, Financial Advisor, Retirement
Read Time: 3 min As retirement planning continues to evolve, so do the rules governing 401(k) plans and catch-up contributions. A provision of the SECURE Act 2.0 states that high-income earners would no longer be allowed to make catch-up contributions to their...
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...
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