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Childhood Disabled Beneficiary Benefits (CDB): Does Your Child Qualify?

January 19, 2019

If you are a parent to a child with special needs, you likely already know that understanding what benefits your child might have available to them can be a challenge. Varying circumstances call for different benefits, and occasionally different benefit programs can act cohesively to help meet the needs of an individual. A specific example of …

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Grief and Loss:  Managing Your Finances After The Death of a Spouse

January 12, 2019

According to the Holmes-Rahe stress inventory, the loss of a spouse is the number one stressor that someone can endure. It's certainly a time of confusion and emotion. Assessing your financial situation during this time will likely be the last thing on your mind, but it's so important to evaluate your finances carefully. It's crucial to avoid …

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How to Construct a Successful Exit Strategy for Your Business

December 27, 2018

Having a well-thought-out exit strategy for your small business may not be the first thing on your mind. You're too busy managing the day-to-day needs of your employees and customers, right?

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Oil Prices: An example of Market Indicator or of Market Randomness?

December 15, 2018

There is plenty of discussion as to what has been happening with oil prices. When the cost of a barrel of oil sank from $76 to under $50 in October 2018, a cacophony of thoughts, theories, and predictions from investors began to fly. What was going on? Are we heading towards a sluggish economy? Are we making more oil? Less oil? The Farmer's …

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End of Year Financial To-do List for Professionals

December 03, 2018

It's almost 2019 and the year is wrapping up. As a busy working professional, you can give yourself a nice head start on the new year by giving having a financial "to-do list" of sorts. What I mean by that is taking some time to look at your tax layout, investment strategy, financial planning goals, and other issues influencing your economic …

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Minimizing Income Taxes with IRA Distributions to Special Needs Trusts

November 26, 2018

It's common practice for parents to hold their savings in some type of retirement account, often an Individual Retirement Account (IRA). At age 70 1/2 he or she must take mandatory distributions from the IRA, or what is called the Required Beginning Date. These payments and are known as Required Minimum Distributions and are calculated and …

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2019 Financial Resolutions: 12 New Year's Resolutions to Save You Money

November 20, 2018


80% of New Years resolutions fail by February, and more often than not financial resolutions are among them. So what gives? Are we all doomed to empty savings accounts and living paycheck to paycheck? Not necessarily.  

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Social Security and Medicare Changes to Look for in 2019

November 02, 2018

It looks like social security payments are slated to grow next year. However, for several recipients, the more substantial payments will be somewhat offset by an increase in Medicare deductibles and premiums.

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How to Choose a Financial Planner: Your Ultimate Guide

October 29, 2018

Putting the future of your finances in the hands of a someone else? To some, that may sound a little crazy.

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Special Needs and Housing: How You Pay Can Affect SSI Benefits

September 27, 2018

Likely the most weighted factor used in determining whether SSI recipients will qualify for the maximum benefit is their housing arrangement.

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