by cortneyh | Oct 13, 2025 | 401K, Financial Advisor, Retirement
Read Time: 3 min As retirement planning continues to evolve, so do the rules governing 401(k) plans and catch-up contributions. A provision of the SECURE Act 2.0 states that high-income earners would no longer be allowed to make catch-up contributions to their...
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 | Jul 14, 2025 | 401K, Budgeting, Financial Advisor, Retirement
Read Time: 4 Min Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. 1. No Strategy: Yes, the biggest mistake is having no strategy at all. Without...
by cortneyh | May 14, 2025 | Medicare, Retirement, Taxes
Read Time: 5 Min Whether you’re applying for Social Security in the future or currently receiving benefits, there are some important changes to earnings limits, Medicare premiums, and other differences to keep in mind. Ready for a Cost-of-Living (COLA) increase?...
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...
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