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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Americans are saving more these days.1 Especially millennials. We know why to save: For emergencies, for retirement, to afford big-ticket dreams like home ownership or opening a business. But how to save is another matter.
Investors who put off important investment decisions may face potential consequence to their future financial security.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.