When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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The majority of U.S. workers retire at age 63. Do you want to leave the game earlier? Or play longer?
Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.
Bonds are impacting the market, perhaps more than anyone thought possible.