Estate Planning A Primer on Planning for a Special Needs Child Caring for a person with special needs has unique challenges and often requires significant resources to cover the additional expenses for care. Special needs planning is designed to help people provide for a disabled family member without disrupting the individual’s eligibility for government benefits. As importantly, planning for a disabled family member includes making decisions […]
Financial Planning Ways to “Supercharge” Your 401(k) A traditional pre-tax dollar funded 401(k) will grow tax-free over its lifetime, however there are factors to consider that could “supercharge” your 401(k) growth.
Estate Planning Estate Planning Documents Everyone Should Have The basic message is that most people think estate planning is important but are often confused about how to get it done. So, what are the basic estate planning documents every adult should have?
Executive Financial Counseling Why Financial Planning Belongs as a Workplace Perk Competing for top talent in a global marketplace requires giving the best candidates a compensation and benefit package that covers their needs and protects their family. Today that means offering financial planning and tax preparation services.
Estate Planning Building Trusts That Stand the Test of Time Today’s economic climate is a “wake up” call for anyone involved with the management and operation of a trust. Now is the time to re-evaluate your clients’ trust structures and investments to make sure they don’t have the same experience.
