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...
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 | Jul 11, 2024 | Budgeting, Retirement, Taxes
READ TIME: 3 MIN With the first half of the year in the rearview mirror, summertime is a great time to do a mid-year financial review. A mid-year review can help you to take stock of your accomplishments thus far and uncover any needs for adjustments. It’s...
by cortneyh | Apr 15, 2024 | 401K, Financial Advisor, Retirement, Taxes
READ TIME: 9 MIN What’s better than knowing you’re doing a good job saving for retirement? 401(k) employer-sponsored retirement savings plans can be key when saving for your retirement. The name 401K comes from the section of the Internal Revenue Code the...
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