by cortneyh | Mar 20, 2024 | Business Succession Planning, Financial Advisor, Retirement
READ TIME: 7 MIN Small businesses are the backbone of economies worldwide, contributing significantly to employment and innovation. However, many small business owners overlook a critical aspect of their long-term sustainability: continuity and succession...
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 | Feb 12, 2024 | Financial Advisor, Long Term Care, Special Needs
READ TIME: 8 MIN The Medicaid Waiver program throughout the United States is incredibly complex. While Medicaid is a Federal Program, it is run by each individual state. This makes it confusing to fully understand all the ins and outs of the various states. ...
by cortneyh | Dec 12, 2023 | Financial Advisor, Taxes
READ TIME: 3 MIN What is Tax-Loss Harvesting? Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. While this doesn’t get rid of your losses, it can...
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 | Sep 12, 2023 | College Planning, Financial Advisor
READ TIME: 3 MIN Fall is here and schools are in session! Many of you may already have children or grandchildren in college or maybe they are just starting the application process. Either way, we would like to share information regarding recent changes to the...
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