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Year-End Gift Strategies: Meaningful Ways to Support Charities and Family Members

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...

Disability Awareness: Do You Have Coverage in the Case of an Accident?

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...

Time to Spring Clean Your Finances!

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...

How To Effectively Use Life Insurance in Business

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...

September is National Life Insurance Awareness Month

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....

Recent Posts

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  • Sean Byrne on Planning for the Unexpected for Special Needs Families

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