Special Needs Trusts (SNTs) have their advantages and disadvantages to consider in the estate planning process. The recent CMS directive regarding ABLE contributions highlights how
Since their inception, Roth accounts have been a great saving vehicle for families planning for their retirement. This saving tool has also been a nice
Social Security is an important part of retirement planning both for the parents and the individual with a disability. Family members can claim benefits tied
In last month’s Disability Insights, various tax issues of particular importance to individuals and families with disabilities were discussed. In this article, we take a
Introduction With the evolution of the automotive industry, the way we perceive car buying is undergoing a seismic shift. No longer should cars be viewed
Introduction Interest rates and inflation are often at the forefront of financial planning discussions. Both metrics can influence your investment decisions, spending habits, and overall
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. Annual Report.
By now you know that market timers and traders were spooked once again, causing a downward ripple across the U.S. investment markets. It’s not easy
As the final days of the federal student loan moratorium loom the federal government and the U.S. Department of Education have began to issue guidance
There are numerous features of the Inflation Reduction Act, but only a few that would be considered actionable for clients. Other aspects of the bill
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
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