PROVIDING PLANNING FOR THOSE WITH SPECIAL NEEDS

PROVIDING PLANNING FOR THOSE WITH SPECIAL NEEDS

PROVIDING PLANNING FOR THOSE WITH SPECIAL NEEDS Written by: Cory M. Allen, CFP®, ChSNC®  Traditional financial planning is a broad topic that includes both simple and highly complicated topics. It is not surprising many people chose to enlist the services of a...
TAKING CARE OF A FAMILY MEMBER WITH A DISABILITY

TAKING CARE OF A FAMILY MEMBER WITH A DISABILITY

TAKING CARE OF A FAMILY MEMBER WITH A DISABILITY  We understand that families who have a loved one living with a disability face unique challenges. We work with experienced teams to create one, coordinated wealth management plan that takes into consideration your...
FINANCIAL CONSIDERATIONS FOR SOON-TO-BE PARENTS

FINANCIAL CONSIDERATIONS FOR SOON-TO-BE PARENTS

FINANCIAL CONSIDERATIONS FOR SOON-TO-BE PARENTS When starting a family, it’s important to be prepared. The birth of a child is an exciting, and oftentimes overwhelming, time. Addressing the following items may help provide peace of mind so you are free to focus on...
TEACHING CHILDREN ABOUT MANAGING MONEY 

TEACHING CHILDREN ABOUT MANAGING MONEY 

TEACHING CHILDREN ABOUT MANAGING MONEY    “We teach children to save their money. As an attempt to counteract thoughtless and selfish expenditure, this is a value. But it is not positive; it does not lead the child into the safe and useful avenues of self-expression...
TOP 10 WEALTH PLANNING STRATEGIES

TOP 10 WEALTH PLANNING STRATEGIES

TOP 10 WEALTH PLANNING STRATEGIES  Consider these tax-efficient strategies to maximize retirement savings Right now is an ideal time to reevaluate your financial objectives and make sure you remain on track to achieve your goals. Here are the Top 10 planning...