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 | Jun 9, 2026 | Financial Advisor
Read Time: 5 min Many people think financial planning is something you do once you have accumulated significant wealth or when retirement is just around the corner. In reality, financial planning is valuable at every stage of life. Whether you are just starting...
by cortneyh | May 28, 2026 | Disability, Financial Advisor, Special Needs
Read Time: 5 min When you are raising or supporting a family member with disabilities, financial planning takes on an entirely different dimension. It is no longer just about retirement timelines or college savings goals. It becomes about lifetime security,...
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 | 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...
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