by cortneyh | Aug 14, 2026 | Estate Planning, Financial Advisor, Long Term Care, Self Care, Special Needs
August is Make-A-Will Month, a timely reminder that while we spend so much of our lives building, saving, protecting, and planning, many families still postpone one of the most important parts of their financial plan: their legal documents for life. As a...
by cortneyh | Nov 12, 2025 | Disability, Financial Advisor, Long Term Care, Self Care
Read Time: 5 min Caring for a loved one, whether a child with disabilities or an aging parent, is an act of profound love and commitment. However, the demands of caregiving can take a significant physical, emotional, and financial toll. As a financial planner working...
by cortneyh | Aug 6, 2025 | Annuity, Estate Planning, Financial Advisor, Life Insurance, Long Term Care, Retirement, Taxes
Read Time: 10 min Taken from: Russell E. Towers, JD, CLU, ChFC VP, Business & Estate The U.S. House (218-214) and the U.S. Senate (50-50 +1 VP Vance tie breaker) have passed the One Big Beautiful Bill Act. President Trump signed the bill into law on...
by cortneyh | Feb 12, 2024 | Financial Advisor, Long Term Care, Special Needs
READ TIME: 8 MIN The Medicaid Waiver program throughout the United States is incredibly complex. While Medicaid is a Federal Program, it is run by each individual state. This makes it confusing to fully understand all the ins and outs of the various states. ...
by cortneyh | Nov 20, 2023 | Long Term Care, Retirement
READ TIME: 5 MIN Seven in ten people over age 65 can expect to need extended care services at some point in their lives and you might be shocked to discover that as few as 3% of Americans have a fully funded plan for long-term care expenses. Many people think...
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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