News
Choosing a Corporate Trustee for Your Special Needs Trust
For many parents choosing someone to look after their child with a disability is the most difficult part of their estate planning process. The chosen person
June 10, 2022
News
529 or STABLE Account?
I get many questions about when STABLE accounts might be the most appropriate savings/investment vehicle for the individual with a disability. This article addresses one
June 10, 2022
News
June 6-10th | Market Insights
An Uncertain Market Stocks experienced wild swings last week, in part, due to ongoing uncertainty over economic health and the path of inflation. Investors seemed
November 30, 2022
News
4 Steps to Protecting a Child with Disabilities
Raising a child is expensive and can cost about a quarter of a million dollars, excluding college. For a child with special needs, that cost
November 30, 2022
Market Commentary
Recession or Blip?
You’re likely reading about an “impending recession,” which sounds kind of scary, especially for those of us who remember the Great Recession of 2008-9. The
November 30, 2022
Lifestyle
Population Problems
There is probably no economic equation simpler than the formula for projecting a country’s economic growth: you multiply the annual increase in worker productivity by
November 30, 2022
News
The Special Needs Financial Planning Difference
Raising a child with a disability can be both richly rewarding and all-consuming. Parents are often so busy meeting the day-to-day needs of their children that
November 30, 2022
Investment
4 Really Good Reasons to Invest
Forty-four percent of Americans do not own any stocks or stock-related investments, according to a recent Gallup poll.1 Individuals may cite different reasons for not
November 30, 2022
Retirement
How Women Can Prepare For Retirement
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security
May 23, 2022
Crypto
Crypto Personalities
If you haven’t been reading the headlines, then you’re seeing it here first: cryptocurrency investments have been a disaster this year. Last April, the price
October 27, 2022
