by cortneyh | Oct 14, 2026 | Financial Advisor, Retirement, Special Needs, Taxes
When markets are strong and headlines are optimistic, it is tempting to believe that investment success comes from picking the right stock or finding the next high-performing fund. In reality, one of the most powerful drivers of long-term results is far less exciting:...
by cortneyh | Apr 13, 2026 | Retirement, Taxes
Read Time: 5 min Many people assume that taxes naturally decline in retirement. In reality, retirement often introduces a new set of tax challenges including required minimum distributions, Social Security taxation, Medicare premium surcharges, and the...
by cortneyh | Mar 19, 2026 | Taxes
Read Time: 5 min For many families, taxes are one of the largest expenses they will face over a lifetime. Often exceeding what they spend on housing, food, or healthcare. Yet tax planning is frequently reactive, addressed only at filing time rather than as an...
by cortneyh | Mar 9, 2026 | Disability, Special Needs, Taxes
Read Time: 5 min Understanding How to Maximize Financial Support Through the Tax System Caring for a child with disabilities presents unique challenges, not only emotionally and physically but also financially. Fortunately, the U.S. tax system offers a variety of...
by cortneyh | Dec 17, 2025 | 401K, Budgeting, Estate Planning, Financial Advisor, IRAs, Taxes, Uncategorized
Read Time: 4 min As we approach the end of the year, it’s the perfect time to reflect on the accomplishments of the past year and focus on the opportunities that lie ahead. It’s also a great time to review your financial plan to ensure it aligns with your goals. Here...
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...
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