Tag Archives: invest

5 Issues to Consider When Creating a Special Needs Trust

While day-to-day obligations can certainly get in the way, at some point as a parent of a child with special needs you will need to create a special needs trust to shelter and manage whatever you may leave the child. This is the only safe way to make sure that the funds you leave are protected and well managed and that the child, who by then is probably an adult, can continue to qualify for vital public benefits.

Here are some of the questions you will need to consider in guiding your attorney to create the trust: Continue reading

Helping Children Today

When children are in their 30s and 40s, they frequently are starting a new career or beginning a family. Many are still paying off school debts. For these reasons they could benefit from some additional help. Continue reading

Retirement Planning Resources for Women

Most Americans could stand to improve their knowledge of retirement planning, but it is especially important for unmarried women. Here’s what you should know. Continue reading