How Can I Fund a Trust?
There are many options for funding a trust. You could use a life insurance policy. You can use an annuity. […]
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When Should I Set Up a Special Needs Trust?
Ideally, it’s important to get a trust set up prior to age 17 because it takes anywhere from three to
Interview – The Business Power Hour with Lisa and the Music Man
Check out my interview with Norman Wasserman on the Business Power Hour with Lisa and the Music Man. We spoke
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Interview – The Doing Business with a Servant’s Heart Podcast
This podcast episode dives into the financial challenges of parents with special needs children and offers advice on how to
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What Do I Need to Know About Special Need Trusts?
If you’re a parent with a special needs child, thinking about the future can be extremely stressful. Not so you
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Is Long Term Care Insurance Worth the Cost?
Long Term Care (LTC) insurance is usually worth it for most people because it protects against the risk of paying
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What Should I Know About College Financial Aid?
The thought of dealing with years, if not decades, of staggering student loan debt can be terrifying. It can feel
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Jaws Coffee Chat Podcast
I was recently interviewed by John Tarr on the Jaws Coffee Chat Podcast. We spoke about the importance of Long
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Interview – Union County Living
Recently, I was interviewed by the editors of Union County Living. We discussed why I do what I do, and
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Any Advice for Caretakers of Aging Parents?
While I’m always happy to talk about financial advice for dealing with your aging parents, I can also share some