6 tips on making smart financial decisions while raising kids on your own. https://bit.ly/4eV6kn5
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I guide clients through a variety financial decisions today to help ensure they'll have a prosperous future.
6 tips on making smart financial decisions while raising kids on your own. https://lnkd.in/gv_Kz-fS
Wealth and the Single Parent
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6 tips on making smart financial decisions while raising kids on your own.
Wealth and the Single Parent
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6 tips on making smart financial decisions while raising kids on your own.
Wealth and the Single Parent
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6 tips on making smart financial decisions while raising kids on your own.
Wealth and the Single Parent
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6 tips on making smart financial decisions while raising kids on your own.
Wealth and the Single Parent
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🎯 Tom Copeland's Expertise: Your Path to Child Care Business Success! 📊 Learn how to set effective financial goals for your child care business with Tom Copeland's guidance. Empower yourself to achieve your dreams one milestone at a time. #FinancialGoals #BusinessSuccess #TomCopelandTips http://ow.ly/mVnk30sx2Nk you have an unpaid,any new spending each month.&text=Life is full of unknowns,fund for the coming year.
Setting Financial Goals for the New Year — Taking Care of Business
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Experienced Financial Planner with 30 Years of Expertise | Helping Clients Navigate Financial Success | Women Helping Women
🌟 The Critical Role of Financial Planning for Children with Special Needs 🌟 Raising a child with special needs is a journey filled with unique challenges and incredible rewards. Among the most crucial aspects of this journey is ensuring their financial future is secure. 🔑 Why Financial Planning is Essential: 1. Long-Term Care: Establishing a financial plan ensures your child will have the resources they need for lifelong care, even when you are no longer able to provide it. 2. Specialized Services and Education: Adequate planning can cover costs for therapies, specialized education, and medical treatments not covered by insurance. 3. Government Benefits: Proper financial planning helps navigate and maximize eligibility for essential government benefits without jeopardizing qualification criteria. 4. Legal Safeguards: Setting up trusts and guardianships can protect your child's financial interests and provide a stable support system. 👨👩👧👦 Steps to Consider: ✏ Start Early: The sooner you start planning, the more prepared you'll be for future expenses. ✏ Consult Professionals: Work with financial advisors, estate planners, and special needs attorneys who understand the complexities involved. ✏ Create a Special Needs Trust: This can help manage and protect your child's assets, ensuring their needs are met without compromising government aid. 💡 Peace of Mind: Comprehensive financial planning not only secures a stable future for your child but also provides you with peace of mind, knowing you've taken the necessary steps to protect their well-being. Let's work together to ensure every child with special needs has a bright, secure future. 🌈 Feel welcome to call us today to start the discussion. Anthony Petsis & Associates, Inc. Alexander Petsis, CFP® ChSNC®Tony Petsis Marc R. Butler Tom Brinker Lesley Mehalick Osaic #FinancialPlanning #SpecialNeeds #FamilyFinance #FutureSecurity #InclusiveCare #ChSNC
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It is especially important for families of special needs children to have a financial plan. Here are some of the essentials: https://lnkd.in/gbYCX6w8 #StoicWealth #SpecialNeedsPlanning
5 Critical Financial Planning Essentials for Parents of Special Needs Children
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Families with special needs face unique challenges in their lives, and the financial planning piece is no different How do you ensure that your child will have the resources and support to be cared for? How do you protect their government benefits yet still provide for their care once you are gone? Here are a few areas we address with our clients who are dealing with special needs: 1️⃣ Establish A Special Needs Trust and Estate Plan A special needs trust is critical for families with special needs children This trust is set up to receive your assets and managed by a third party trustee, with the goal that your child will not lose their government benefits like Medicaid and SSI Many use a family member that is trustworthy to manage the trust once they are gone, but you can also hire corporate trustees to administer this if you are not comfortable with anyone Life insurance also comes into play here, and can be used to fund the trust to ensure there are enough funds to support the children 2️⃣ Understand Immediate Needs and Support As families with special needs know, there is a lot of support required day to day to support their children Understand assistance programs and organizations that can help and offer support When not covered, we consider these cash needs into their financial plan to help cover these expenses as they come up 3️⃣ Explore ABLE Accounts ABLE accounts are tax advantaged accounts that allow families with special needs to save for their children's support without affecting their government benefits These can be a great tool when used appropriately - Families with special needs have unique challenges that they face when working on their financial planning If you have questions on your own situation or how we help our clients who are families with special needs children, send me a DM to start a conversation #financialplanning #money #wealth
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New Parents, Take Note: Financial Tips for a Smooth Start! 💡 Discover the top five financial tips for new parents that can help you prepare for this incredible journey. Read now and be financially prepared for your baby's arrival. 🍼💵 Read more: https://lnkd.in/exrhecJK #BabyChakra #NewParents #FinancialTips #BabyOnBoard
5 Practical Financial Tips For New Parents | BabyChakra
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