by cortneyh | Aug 11, 2023 | Business Succession Planning, Financial Advisor, Life Insurance
READ TIME: 5 MIN National Life Insurance Awareness Month is just a few weeks away and this is a great time to discuss the importance on Life Insurance. Life insurance is designed to help protect a household from the financial hardships that may follow the untimely...
by cortneyh | Jun 5, 2023 | Annuity, Financial Advisor, Retirement
READ TIME: 8 MIN Annuities have garnered fans and critics over the years and often are the subject of many misconceptions. But, especially in an environment of rising interest rates and high inflation, an annuity might be a great addition to your financial plan. I am...
by cortneyh | May 22, 2023 | Financial Advisor
READ TIME: 5 MIN When we talk about relationships, we are often referring to how we interact with our family, friends, coworkers and even strangers. But if I asked you about your relationship with money would you know how to respond or even understand what I was...
by cortneyh | Apr 13, 2023 | Financial Advisor
READ TIME: 8 MIN What if I told you that the most valuable legacy you can pass on to your kids and grandkids isn’t an object or money, but education about effectively managing money? April is Financial Literacy Month. This is the perfect time to focus on your...
by cortneyh | Feb 13, 2023 | 401K, Financial Advisor, Retirement
READ TIME: 4 MIN Wouldn’t it be nice to pay less income tax in retirement? One way is with a tax-advantaged retirement account called a Roth IRA or ROTH 401K. A Roth IRA: Provides the flexibility to withdraw funds only if the money is needed. Is not subject to...
by cortneyh | Jan 18, 2023 | 401K, Financial Advisor, Retirement
READ TIME: 4 MIN When you change jobs, it’s critical to remember to create a plan for past employer sponsored retirement accounts. While you have the choice to simply leave it, you also have the option to consolidate past plans which brings all funds into one...
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