Category: News

News

Solar for Prosperity

One of the arguments for a more abundant future is the decreasing cost of energy. There are limits to how low the price of gasoline

February 27, 2024

News

Choppy Waters Ahead?

There are periods of market complacency where most investors see nothing but upside from here to eternity, and then there are periods like this, which

February 27, 2024

News

When Will Siri and Alexa Bring AI Into Your Home?

Alexa, talk to me. If you’ve been living under a rock or just returned from a 10-year mission to Mars, you might have missed the

October 4, 2023

News

Opportunities In A Downturn

Opportunities in a downturn Opportunities in a downturn We obviously can’t predict a market downturn in advance, but we can certainly prepare for one. With

October 4, 2023

News

How the Elimination of the Stretch IRA Affects Planning for Special Needs Families

One of the biggest changes resulting from the recently passed SECURE Act legislation was the elimination of the Stretch IRA provision which allowed beneficiaries to take

September 25, 2023

Estate Planning

Purchasing a Home For Your Family Member with Special Needs

As their child with a disability reaches adulthood, families give increased thought to their child’s housing needs. Many families want to promote the maximum independence

September 25, 2023

Estate Planning

Do Roth Accounts Make Sense for Special Needs Families?

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

September 25, 2023

Retirement Planning

Understanding the Family Maximum Social Security Benefit

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

September 25, 2023

News

Should I Claim my Adult Child with a Disability as a Dependent?

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

September 25, 2023

Investing Insight

The Downturn in Perspective

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

November 30, 2022

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Category: News

Solar for Prosperity

Choppy Waters Ahead?

When Will Siri and Alexa Bring AI Into Your Home?

Opportunities In A Downturn

How the Elimination of the Stretch IRA Affects Planning for Special Needs Families

Purchasing a Home For Your Family Member with Special Needs

Do Roth Accounts Make Sense for Special Needs Families?

Understanding the Family Maximum Social Security Benefit

Should I Claim my Adult Child with a Disability as a Dependent?

The Downturn in Perspective

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