Financial Care for Special Needs Children

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Financial Care for Special Needs Children

Parents of a special needs child may have never-ending concerns about their child’s care. How much do you know about financial planning for a special needs child? Test your knowledge with this short quiz.

Planning for a Special Needs Child Whitepaper-1

[Whitepaper] Planning for a Special Needs Child

Ensuring the best for your family starts young. Check out our latest whitepaper for information on how to protect a child with special needs.

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Life Insurance: Changing Times, Changing Needs

Life insurance is just like any other piece of your financial puzzle. Explore how life insurance may relate to you via Judy in this case study!

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Insurance Protection for Life’s Key Stages

Life cycle planning helps identify insurance needs that are common to particular stages of life. This infographic may help individuals and families examine their insurance requirements in order to make future plans.

June 2022 Market Outlook

June 2022 Market Outlook

The case for a near-term recession has been made incessantly in the media of late. While we believe that indicators like Consumer Sentiment, inflation the Federal Reserve’s aggressive attempts to correct a clear policy mistake have raised the odds of recession, we do not believe it is imminent in the near term. So, we will give a couple of points to bolster the other side of the argument.

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Social Security in Our Time

Only 19 percent of people currently working have a written retirement strategy. Understand how Social Security fits into your retirement.

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A Look at Guardianship for Older Adults

If incapacity occurs and there are no advance directives, is guardianship a viable option?

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Mortgage Psychology: What To Do & When

In their latest educational video, Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss Mortgage Psychology and how to best allocate resources when purchasing a home.

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How Americans Spend and Save

Put your spending and saving habits in perspective with this infographic, which depicts how Americans spend and save.

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An Eye on Disability

For those who depend on current earnings, future earning capacity may be their most valuable asset and the one least likely to be protected by insurance.