by cortneyh | Mar 17, 2025 | 401K, Financial Advisor, IRAs, Retirement
READ TIME: 5 MIN How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider. What do...
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 | Feb 13, 2025 | 401K, Financial Advisor, IRAs, Retirement
READ TIME: 5 MIN Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half” birthdays start making a comeback. In fact, starting...
by cortneyh | Jan 13, 2025 | 401K, Financial Advisor, IRAs, Retirement
READ TIME: 5 MIN The new year is a great time reassess your retirement goals to ensure you are still on track. This may mean increasing your contributions, but before you make any changes you should be aware that the Internal Revenue Service (IRS) has released...
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...
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...
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