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...
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...
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...
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....
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...
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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