by cortneyh | Apr 13, 2023 | Financial Advisor
READ TIME: 8 MIN What if I told you that the most valuable legacy you can pass on to your kids and grandkids isn’t an object or money, but education about effectively managing money? April is Financial Literacy Month. This is the perfect time to focus on your...
by cortneyh | Jan 14, 2022 | College Planning
COLLEGE PLANNING READ TIME: 4 MIN As you may know, my oldest is in his senior year of high school, so I am living “FASFA Time” from a different perspective this year. Parents, I am right there with you. College applications have officially all been submitted and...
by cortneyh | Nov 16, 2021 | Long Term Care
INSURANCE READ TIME: 3 MIN Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 70% of...
by cortneyh | Nov 24, 2020 | Retirement
RETIREMENT READ TIME: 2 MIN John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. We spend a great deal of time preparing...
by cortneyh | Nov 24, 2020 | Taxes
TAX READ TIME: 4 MIN By April 19, 2019, 137 million taxpayers had dutifully filed their federal income tax returns.1 And they all made decisions about deductions and credits – whether they realized it. When you take the time to learn more about how it works, you...
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