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Ways to Fund Special Needs Trusts
If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Sup
Jan 23, 2020


Are Gen Xers Planning for Retirement the Right Way?
Generation X has become the new "sandwich" generation. Many Americans born during the years 1965-80 are finding themselves caring for aging
Jan 18, 2020


Can You Put Your IRA into a Trust?
Can your IRA be put directly into a trust? In short, no. Individual retirement accounts (IRAs) cannot be put directly into a trust. What you
Jan 13, 2020


The SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement
Jan 6, 2020


The Major Retirement Planning Mistakes
Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from the
Jan 2, 2020


Debunking Common Retirement Assumptions
Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let's e
Dec 30, 2019


Retirement Wellness
Fidelity projected that the average 65-year-old couple would spend around $285,000 on health care during retirement, including about $11,000
Dec 27, 2019


The FIRE Movement
Do you think you might be FIRE material? Do you have dreams or life goals that you want to realize within 10 or 20 years, including retiring
Dec 23, 2019


Annual Financial To-Do List
What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, sa
Dec 18, 2019
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