Special Needs Trusts Estate planning vehicles created with disabled heirs in mind. If you have a child with special needs, you face long-run financial demands that cannot be fully met through federal and state assistance. What can you do to try and meet them? A special needs trust may provide an answer to …
Which Financial Documents Should You Keep On File? … and for how long? You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system,” you may have a tough …
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If Interest Rates Rise, What Happens to Bonds? Investors in longer-term Treasuries could really be punished. Will bond investors soon suffer major losses? In the last few years, Bill Gross, Jim Rogers and other pundits have warned of a bond bubble. While it has yet to occur – the broad bond market yielded an …
Financial Considerations for 2015 Is it time to make a few alterations for the near future? 2015 is less than three months away. Fall is the time when investors look for ways to lower their taxes and make some financial changes. This is an …
Your Annual Financial To-Do List Things you can do before & for 2016. What financial, business or life priorities do you need to address for 2016? Now is a good time to think about the investing, saving or budgeting methods you could employ toward …
