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Retirement in Special Needs Families

Retirement in Special Needs Families

The big challenge for many Special Needs Families is balancing the financial needs of retirement with the long-term needs of a child with a disability.

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Inheritance Do’s and Don’ts

Inheritance Do’s and Don’ts

Receiving an inheritance can inspire mixed emotions. The Reading (PA) Eagle Business Weekly’s recent article, “What to do and what not to do with your

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Massachusetts Looks at Changing Special Needs Trusts

Massachusetts Looks at Changing Special Needs Trusts

A recent article in The Boston Globe, “MassHealth may force seniors to make hard choice,” explains that disabled seniors in the state may need to

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Changes to Estate and Income Tax Now Effective in the Garden State

Changes to Estate and Income Tax Now Effective in the Garden State

Recently effective legislation in New Jersey adjusts the amount of retirement income excluded from the state's income tax, doubling that amount to $40,000. An increase

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Tips on Downsizing

Tips on Downsizing

Downsizing your home can have a financial effect, especially for your pension and your estate planning. This was the advice in a Starts at 60

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Let’s Understand Estate Planning Basics

Let’s Understand Estate Planning Basics

Can you believe there are still people out there who think estate planning is only necessary for the wealthy? That is not true. A basic

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Time to Review your Financial Planning

Time to Review your Financial Planning

Business Insider’s recent article, “A financial adviser shares a 5-step checklist to complete before the end of 2016,” notes that many folks spend more time

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Happy Belated 100th Birthday, Estate Tax!

Both President-Elect Trump and the Republicans in the House of Representatives have proposed to end the estate tax. Started in 1916, the tax was first

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Make the Most of Your Social Security

Make the Most of Your Social Security

Few people realize that a few smart decisions concerning Social Security could significantly bump up your retirement income. So how do you do it? Kiplinger’s

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Let’s Keep an Easy New Year’s Resolution

Let’s Keep an Easy New Year’s Resolution

We all take some time at the end of the year to reflect. As you consider 2016, you can certainly agree that the year had

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Beware of Financial Abuse of the Elderly

Beware of Financial Abuse of the Elderly

Scams targeting senior citizens are on the rise, so the real question isn’t if a scam will be tried, but when. TC Palm’s recent article,

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Planning for Incapacity is Wise Move

Planning for Incapacity is Wise Move

Many of us are not very proactive in estate planning or aware of the issues of elder law, even though we know that eventually we

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