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 | 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 | May 14, 2024 | Budgeting, Financial Advisor, Life Insurance
READ TIME: 7 MIN While you’re busy preparing for the warm summer months, why not clean your finances this spring as well? Spring is the perfect time to prepare your finances for the upcoming year! Here are some common areas to spend some time on: Take a...
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 | 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....
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