Monthly Archives: February 2022

Financial Planning for a Special Needs Child
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Financial Planning for a Special Needs Child

Family, Financial Planning

Financial Planning for a Special Needs Child

Raising children and grandchildren is challenging in the best of circumstances. But when a child has special needs or a disability , the hurdles can look more like mountains and the potholes can feel more like bottomless pits. That’s especially true when it comes to paying for the many expenses that can accompany raising a

Tanya Davis2022-02-28T20:13:29+00:00February 28th, 2022|Family, Financial Planning|

Transferring Values: Not Just Wealth to Your Heirs
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Transferring Values: Not Just Wealth to Your Heirs

Family, Financial Planning, Wealth

Transferring Values: Not Just Wealth to Your Heirs

Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents with significant often don’t spend enough time on passing along the values that helped them build, grow and maintain that wealth. The resulting “values vacuum” can potentially cause some big problems when

Tanya Davis2022-02-04T19:51:52+00:00February 4th, 2022|Family, Financial Planning, Wealth|