What Do the Parents of Special Needs Children Have in Common?
January 1, 2024
No Comments
My unique experience is not so unique to Special Needs parents. We have something in common. We just want
Blog
Our Blog
What are the Pros and Cons of a 529 Plan to Save for College?
December 15, 2023
No Comments
The most common type of 529 plan is the College Savings Plan. It works like a regular investment account, allowing
How Often Should I Review My Retirement Investments?
December 13, 2023
No Comments
Many of us, when switching jobs, tend to roll over a 401K into an IRA, and then let it be.
How Often Do I Need to Review My Retirement Contributions?
December 11, 2023
No Comments
Unfortunately, no retirement plan is a “set it and forget it.” Everything, from the smallest personal changes in your life
What’s the Best Way to Donate to Charity?
December 8, 2023
No Comments
There are many ways to approach charitable giving, each with its own benefits and drawbacks. One popular strategy is to
How Can I Leave Money to My Financially Irresponsible Children?
October 23, 2023
No Comments
The main importance of a trust is for tax implications for the receiver. If a person is not a
Let’s set up a time to talk. I promise there’ll be no sales pitches, just a conversation. And if I can help you with what you need and where you want to be, we’ll go on from there. If not, I should be able to refer you to someone who can.