News
Green Book Wish List
Every year around this time, the current presidential administration releases a set of tax-related proposals, essentially a wish list for taxlegislation for the coming year.
April 8, 2024
Category: News
News
Solar for Prosperity
One of the arguments for a more abundant future is the decreasing cost of energy. There are limits to how low the price of gasoline
May 26, 2025
News
Choppy Waters Ahead?
There are periods of market complacency where most investors see nothing but upside from here to eternity, and then there are periods like this, which
May 26, 2025
News
When Will Siri and Alexa Bring AI Into Your Home?
Alexa, talk to me. If you’ve been living under a rock or just returned from a 10-year mission to Mars, you might have missed the
October 4, 2023
News
Opportunities In A Downturn
Opportunities in a downturn Opportunities in a downturn We obviously can’t predict a market downturn in advance, but we can certainly prepare for one. With
October 4, 2023
News
How the Elimination of the Stretch IRA Affects Planning for Special Needs Families
One of the biggest changes resulting from the recently passed SECURE Act legislation was the elimination of the Stretch IRA provision which allowed beneficiaries to take
September 25, 2023
Estate Planning
Purchasing a Home For Your Family Member with Special Needs
As their child with a disability reaches adulthood, families give increased thought to their child’s housing needs. Many families want to promote the maximum independence
March 17, 2025
Estate Planning
Do Roth Accounts Make Sense for Special Needs Families?
Since their inception, Roth accounts have been a great saving vehicle for families planning for their retirement. This saving tool has also been a nice
September 25, 2023
Retirement Planning
Understanding the Family Maximum Social Security Benefit
Social Security is an important part of retirement planning both for the parents and the individual with a disability. Family members can claim benefits tied
September 25, 2023
News
Should I Claim my Adult Child with a Disability as a Dependent?
In last month’s Disability Insights, various tax issues of particular importance to individuals and families with disabilities were discussed. In this article, we take a
March 17, 2025
