How Long Does It Take To Create a Simple Financial Plan?
I just met a family yesterday. And they saw that I was wearing a shirt that said Guardian. And […]
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What is the Sandwich Generation?
The Sandwich Generation are parents that are stuck in the middle. You’re looking at people between 30 and 59.
At What Age Should I Start the Special Needs Trust Process For My Child?
Currently, I’m working with someone from Georgia. The mom reached out to me on Thursday. I said, “How old’s
How Do I Choose a Trustee for My Child’s Special Needs Trust?
Sadly, I come across this all the time, where you make the mistake of putting a family member or
How Do I Start Putting Together a Special Needs Trust for My Child?
The state provides resources that you have to apply for, and an income to supplement the caretaking of your
How Can You Save for Your Retirement AND Protect Your Special Needs Child?
I was at a special education fundraising event in North Jersey and a former actor on Broadway and his
What Do the Parents of Special Needs Children Have in Common?
My unique experience is not so unique to Special Needs parents. We have something in common. We just want
What are the Pros and Cons of a 529 Plan to Save for College?
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?
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?
Unfortunately, no retirement plan is a “set it and forget it.” Everything, from the smallest personal changes in your life