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Disability Community
Planning
Disability Community
Planning
Disability Community
Planning

Create a Financial Safety Net For Families with Special Needs

If you have a child with any kind of disability, you can’t rely on general data or averages. You need to plan for continuing care for your child after you’re no longer able to provide it. Here are some decisions you can make that will provide a financial safety net for your child.

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Dentists
Investing
Dentists
Investing
Dentists
Investing

7 Pros and Cons of Private Banking vs Wealth Management

If you are deciding between a private bank and a wealth management firm, here are some pros and cons you should consider.

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Dentists
Planning
Dentists
Planning
Dentists
Planning

Make Your Money Work Hard

Learn how to take control of your finances and put your money to work.

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Planning
Investing
Planning
Investing
Planning
Investing

Interest Rates, Inflation, and Investment Strategy Part 3: Investing in Uncertain Times

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Planning
Investing
Planning
Investing
Planning
Investing

Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation

Categories: Article, Breaking News, Economics, General Audience, Interest, Inflation & Investing, Politics, Report Description: Part 2 in a 3-part series covering current concerns about interest rates (part 1), inflation (in this part 2) and what these influences mean to investors (part 3).

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Planning
Investing
Planning
Investing
Planning
Investing

Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates

Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates. Almost everyone is familiar with interest rates. That said, far fewer know what to make of the Fed’s target funds rate in particular. Everyone from economists, to politicians, to the financial press seems to always be talking about them. Markets rise or fall when the Fed comments on them. They’re often treated as synonymous with interest rates in general. They must be important, right? Well, yes, the target funds rate is important. But not in the way you might expect.

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Dentists
Disability Community
Dentists
Disability Community
Dentists
Disability Community

A Different Approach to Year-End Planning

Every year, I encourage our clients to take stock of their financial situation. It’s especially important to focus on activities that are time sensitive. Here are some of the more significant ones.

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Disability Community
Disability Community
Disability Community

Tax Planning for Families with Special Needs

Those caring for loved ones with special needs should be aware of the tax advantages associated with FSAs, HSAs, and ABLE accounts.

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Planning
Planning
Planning

Planning for a Lifetime

Here are some of the top issues you need to consider as parents of special needs children.

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