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What Should You Expect From Your Special Needs Planner?

February 28, 2019

For the parents of children with disabilities and varying special needs, the significance of quality holistic estate and financial planning is far more important than simply focusing on tax and investment planning alone. Young and adult-age children alike with disabilities are often not able to adequately care for themselves. Their future …

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Saying Goodbye: Tax Deductions That Vanished This Year

February 18, 2019

There are certain deductions that taxpayers can no longer claim. The Tax Cuts and Jobs Act of 2017 made significant changes to the individual income tax. Some may receive some pretty nice breaks, while others may lose some. 

Let's take a look at some of the deductions that will not be available to use when you file your 2018 return this year.


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Disability Integration Act: Independence For Those With Disabilities

February 10, 2019

Individuals with disabilities will potentially have a clear legal right to obtain services within the community instead of in an institution under new legislation supported by a bipartisan collection of representatives and senators. Introduced on January 15, this legislation would if passed, be the most extensive civil rights bill for those …

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How the Super Bowl Indicator is An Exercise in Randomness

February 01, 2019

Some say there is actually a difference in the performance of the stock market based on which team wins the Super Bowl. Have you heard this one before? Individuals are making financial predictions and decisions based on this particular sporting event. It’s an interesting topic that has been kicked around (pun intended) for many years. Let’s …

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Sinking Funds: How and When To Use Them

January 28, 2019

Your car is the companion that drove you back and forth to college. Or maybe to your first job. Your car is an old faithful that has taken you near and far. In the back of your mind, though, you know it's only a matter of time before your compadre is no longer a fit for your life and growing family. You will need to replace it soon. How would …

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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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