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 | 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 | Dec 10, 2024 | College Planning, Estate Planning, Financial Advisor, Life Insurance, Taxes
READ TIME: 5 MIN As the year comes to a close, many of us reflect on what we’ve accomplished and how we can make a positive impact on the people and causes that matter most to us. Whether it’s supporting a favorite charity, helping a family member save for...
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 | Dec 12, 2023 | Financial Advisor, Taxes
READ TIME: 3 MIN What is Tax-Loss Harvesting? Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. While this doesn’t get rid of your losses, it can...
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