by cortneyh | Mar 10, 2023 | 401K, IRAs, Retirement
READ TIME: 3 MIN The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels....
by cortneyh | Feb 13, 2023 | 401K, Financial Advisor, Retirement
READ TIME: 4 MIN Wouldn’t it be nice to pay less income tax in retirement? One way is with a tax-advantaged retirement account called a Roth IRA or ROTH 401K. A Roth IRA: Provides the flexibility to withdraw funds only if the money is needed. Is not subject to...
by cortneyh | Jan 18, 2023 | 401K, Financial Advisor, Retirement
READ TIME: 4 MIN When you change jobs, it’s critical to remember to create a plan for past employer sponsored retirement accounts. While you have the choice to simply leave it, you also have the option to consolidate past plans which brings all funds into one...
by cortneyh | Dec 19, 2022 | 401K, Financial Advisor, Retirement
READ TIME: 3 MIN Panic selling is not an investment strategy. I repeat: panic selling is not an investment strategy! Good days and bad days are a fact of life in the market. Sometimes it’s up and we celebrate. But when it dips, we worry…and if it tanks, forget it:...
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....
by cortneyh | Aug 19, 2022 | 401K, Financial Advisor, Retirement
READ TIME: 3 MIN Retirement planning hasn’t changed all that much over the years. You work, you save and then you retire. But while the mechanics may be the same, today we are facing some challenges that previous generations didn’t have to worry about. Today our life...
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