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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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Studies show that health care concerns are the top of the list for Americans planning their retirements.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?