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...
by cortneyh | Mar 20, 2024 | Business Succession Planning, Financial Advisor, Retirement
READ TIME: 7 MIN Small businesses are the backbone of economies worldwide, contributing significantly to employment and innovation. However, many small business owners overlook a critical aspect of their long-term sustainability: continuity and succession...
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 | Oct 12, 2023 | 401K, Estate Planning, Financial Advisor, IRAs, Retirement, Special Needs
READ TIME: 5 MIN Most Americans have an ongoing fear of living beyond the money they’ve saved for their retirement years. And it’s not an irrational fear. There is, in fact, an actual lack of retirement preparedness among Americans, and it’s drawn the attention...
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