A just-released FUSE Research report published in conjunction with WealthManagement.com confirms that advisors continue to be on the hunt for business-building ideas and tools. For maximum effectiveness, these approaches also need to be congruent with the business shift toward goal-oriented …
Disability Financial Planning Affects 20% of People Read More »
wealthmanagement.com Midyear Outlook By Lisa A. Cohen According to the CDC, one in four people in the U.S. are disabled. The Census Bureau reports that statistic at 1:7. In total, that’s somewhere between 44 million and 80 million people. If …
Disability Financial Planning: What’s at Stake for Advisors Read More »
Understanding Pooled Special Needs Trusts Consumers have access to many financial planning and investing solutions, including retirement plans, mutual funds, sophisticated alternative investments, annuities, college savings programs, and a wide variety of banking products. Now, suppose you are one of …
Special-needs planning is about much more than ABLE accounts and trusts. When it comes to special-needs planning, the answer is seldom easy. The decisions about whether a special-needs child would benefit from guardianship and conservatorship in adulthood and if so, …
Investment News Cover Story: Special Needs Financial Planning Read More »
