by cortneyh | Dec 27, 2022 | Estate Planning, Financial Advisor, Special Needs
READ TIME: 10 MIN As many of you already know not only am I a Financial Advisor and a Chartered Special Needs Consultant, but I am also a Special Needs Mom. In 2022 we launched our Special Needs Binder and email series. My goal is to continue supporting this...
by cortneyh | Dec 19, 2022 | 401K, Financial Advisor, Retirement
READ TIME: 3 MIN Panic selling is not an investment strategy. I repeat: panic selling is not an investment strategy! Good days and bad days are a fact of life in the market. Sometimes it’s up and we celebrate. But when it dips, we worry…and if it tanks, forget it:...
by cortneyh | Nov 11, 2022 | Financial Advisor, Special Needs
READ TIME: 5 MIN Last month I talked about things you need to consider when your child turns 18, Your Child Is Considered An Adult. Now What? (part 1). This month I would like to look at additional considerations you will need to look at if your child has special...
by cortneyh | Oct 17, 2022 | College Planning, Financial Advisor, Special Needs
READ TIME: 3 MIN As you may know from my social media and blogs, I have a freshman in college this year and a high school senior. By February I will have two 18 year old children. This is an important milestone to be celebrated, but there are so many changes in...
by cortneyh | Sep 12, 2022 | Financial Advisor, Life Insurance, Long Term Care, Retirement
READ TIME: 3 MIN Life doesn’t stand still. Neither do your life insurance needs. If you already have a policy now is a great time to review your current coverage. And, if you don’t have life insurance it’s a great time to access your needs and look at the options....
by cortneyh | Aug 19, 2022 | 401K, Financial Advisor, Retirement
READ TIME: 3 MIN Retirement planning hasn’t changed all that much over the years. You work, you save and then you retire. But while the mechanics may be the same, today we are facing some challenges that previous generations didn’t have to worry about. Today our life...
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