by cortneyh | Mar 17, 2025 | 401K, Financial Advisor, IRAs, Retirement
READ TIME: 5 MIN How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider. What do...
by cortneyh | Feb 13, 2025 | 401K, Financial Advisor, IRAs, Retirement
READ TIME: 5 MIN Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half” birthdays start making a comeback. In fact, starting...
by cortneyh | Jan 13, 2025 | 401K, Financial Advisor, IRAs, Retirement
READ TIME: 5 MIN The new year is a great time reassess your retirement goals to ensure you are still on track. This may mean increasing your contributions, but before you make any changes you should be aware that the Internal Revenue Service (IRS) has released...
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 | Mar 10, 2023 | 401K, IRAs, Retirement
READ TIME: 3 MIN The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels....
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