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Did you know that a special needs trust can help secure a financial future for loved ones with disabilities? This article addresses the unique advantages of a special needs trust and how it can help preserve your estate’s assets as well as your loved one’s public benefits.
Do you need an estate plan? It’s not always a popular topic, but it’s an important consideration for everyone, regardless of income or age. Learn the basics of what’s covered in estate planning and how a professional can guide you through your unique circumstances.
Are you curious about estate planning? This article delves into key points to help protect assets and ensure your wishes are honored. From wills, trusts and various powers, to designating the right beneficiaries, it offers points that could save you time in the end.
How well do U.S. stocks perform after hitting an all-time high? View recent and historical trends. We also look at the impact of higher volatility on economic growth. Finally, a review of active management and how stocks and bonds performed in their respective indices.
Have you heard of tax-loss harvesting? It happens when investors take advantage of losses by reporting them on their income tax. This can help offset gains from other investments. Depending on the situation, the loss may be able to be applied to future years as well.
For anyone navigating the current housing market, understanding strategies to manage a 7% mortgage is crucial. This article explores different options for those desiring a housing change. Read on to find solutions and insights tailored to your unique situation.
