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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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Understand the concepts of horizon, compounding, and risk tolerance, and create an investment plan.
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.