Schedule your free
Exploratory phone call

Click here to see how we
can be of assistance.

Recent Posts
More Women in Corporate Leadership and Investing

A retirement plan is the cornerstone of someone’s financial future strategy, but it’s just one way to tap into the power of savings. As one 2021 Women and Investing study found, increasing numbers of women are claiming bigger roles in their own lives when it comes to corporate leadership as well as investing.  In 2018,

Read More

See more
Fidelity Study: Most Retirement Savings Hold Steady in Q3

More workers are nervous about the current state of their finances and whether they’ll be able to stay on track for the future, but one recent study shows that the volume of retirement savings stayed much the same in Q3 despite these concerns. Recent Fidelity research found that around one in three workers is worried

Read More

See more
What to Know About Four New 401K and IRA Contribution Limits

When is the last time you checked in with your retirement contributions? Now might be the perfect time to look up automatic withdrawals from your paycheck to see if you’re maxing out your retirement savings in the best way. If it’s been some time since you reviewed your financial plan overall, consider this the perfect

Read More

See more

Why A Financial Plan Is So Important For Addressing The Possibility Of Disability

Many people recognize that big factors in their life, such as what they want to achieve with estate planning, and their own retirement goals will influence their financial plan. But it can be a big mistake to neglect the possibility of disability. One in four US adults already lives with a disability.

This presents unique financial considerations that should all be incorporated into your financial plan. One study recently completed by fidelity identified that over half of caregivers of those loved ones who had disabilities did not have any time to prepare before assuming that responsibility. This can be overwhelming for the person with a disability who may not be able to handle all of these tasks on their own, as well as family members who may have never navigated this themselves either.

Understanding what government benefits are available, and creating a safety net in terms of current and future expenses, is very important.

One of the most important steps for supporting someone who has sustained a serious disability that makes them unable to work is to pursue Supplemental Security Income or Social Security Disability Insurance. Explore any government benefits that may be available at the city, county, state and federal level, such as health care support assistance for ongoing or chronic care needs, legal services and more. To incorporate the possibility of disability into your financial plan, contact our experienced team today.