Plan for the Unique Financial Needs of Special Needs Family Members
Planning for the future of a child with special needs is a responsibility that comes with multiple challenges, including ensuring life-long care. These unique needs require the assistance of specialized professionals. At Secure Planning Strategies, we understand the challenges families with a special needs child face.
Combining our decades of experience in the financial services industry with our in depth knowledge of special needs planning, we are dedicated to providing planning solutions for families with a dependent member. We believe families may feel more confident in the knowledge that a welldesigned financial and legal plan tailored to their specific situation will be created and monitored by a group of dedicated and caring professionals.
Contact us today to learn more about how we can help you plan for the financial future of your special needs loved one.Contact Us
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Beware of these traps that could upend your retirement.
Probate can be a completely public process, or it can be managed to include as little information as possible.
There’s a link between debt and stress.
When to start? Should I continue to work? How can I maximize my benefit?
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
You’ve made investments your whole life. Work with us to help make the most of them.
How do the markets usually react to elections? Was the 2016 election any different?
Recent changes in estate tax laws could affect the strategy you have in place.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn how to harness the power of compound interest for your investments.
There’s an alarming difference between perception and reality for current and future retirees.