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Gifting, Legacy, and Trust: Using the Holidays to Build a Meaningful Future

by cortneyh | Nov 22, 2024 | College Planning, Disability, Estate Planning, Financial Advisor, Special Needs

READ TIME: 5 MIN The holiday season is a time of warmth, family, and giving. While many people focus on presents that bring immediate joy, there is an opportunity to make gifts that last far beyond the holiday season. Gifting with an eye toward legacy can have lasting...

Budgeting Tips and Tricks: A Financial Advisor’s Guide to Managing Your Money

by cortneyh | Nov 11, 2024 | Budgeting, Financial Advisor

READ TIME: 5 MIN Effective budgeting is the cornerstone of financial health. It’s not just about tracking your income and expenses—it’s about making your money work for you. As a financial advisor, I want to share some practical tips and tricks to help you...

Protecting Your Financial Future: The Importance of Cyber Security Practices

by cortneyh | Oct 21, 2024 | Cyber Security, Financial Advisor

  READ TIME: 7 MIN In today’s digital age, the convenience of managing your finances online is undeniable. From online banking to investment portfolios, most financial activities are just a click away. However, this convenience also comes with risks....

Disability Awareness: Do You Have Coverage in the Case of an Accident?

by cortneyh | Sep 6, 2024 | Business Succession Planning, Disability, Financial Advisor, Life Insurance

READ TIME: 5 MIN   Accidents can happen to anyone at any time, and the consequences can be life-altering. Whether it’s a car crash, a workplace injury, or a mishap at home, the resulting disabilities can impact your ability to work and earn a living. This is...

Time to Spring Clean Your Finances!

by cortneyh | May 14, 2024 | 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...

The 401 K Rules, Regulations, and Options

by cortneyh | Apr 15, 2024 | 401K, Financial Advisor, Retirement, Taxes

READ TIME: 9 MIN   What’s better than knowing you’re doing a good job saving for retirement? 401(k) employer-sponsored retirement savings plans can be key when saving for your retirement. The name 401K comes from the section of the Internal Revenue Code the...
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Recent Posts

  • Gifting, Legacy, and Trust: Using the Holidays to Build a Meaningful Future
  • Budgeting Tips and Tricks: A Financial Advisor’s Guide to Managing Your Money
  • Protecting Your Financial Future: The Importance of Cyber Security Practices
  • Enhancing Independence: Assistive Technologies for Adults with Disabilities
  • Disability Awareness: Do You Have Coverage in the Case of an Accident?

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