by cortneyh | Jul 19, 2022 | 401K, Financial Advisor, Retirement, Social
READ TIME: 3 MIN With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be challenging to...
by cortneyh | Mar 10, 2022 | Financial Advisor, Special Needs
READ TIME: 4 MIN You may have heard of an ABLE account but what exactly is it? ABLE stands for Achieving a Better Life Experience and was created in 2014 by the ABLE Act. An ABLE account is very much like a 529 plan however, there are some key differences we will...
by cortneyh | Feb 17, 2022 | Estate Planning, Financial Advisor
WHY ESTATE PLANNING IS IMPORTANT READ TIME: 4 MIN Estate planning can be one of the most misunderstood aspects of financial planning, however, it’s a vital part to ensure your assets and family are protected. Unfortunately, many people believe only the wealthy need...
by cortneyh | Sep 20, 2021 | Financial Advisor
April 22, 2021 | by Brad Jung* Russell Investments* has always focused on the value of advisors. And never was an advisor’s value so obvious as during 2020. It was a year that tested both investors and advisors in so many ways. Financial markets fell sharply...
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