Financial Planning for Disabilities and Special Needs: What to Know
Learn about housing, special needs trusts, legal implications, and more.
Source: morningstar.com
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Cindy Haddad: Financial Planning for People With Disabilities
The author and financial planner discusses the ins and outs of planning for people with special needs, including guardianships, the role of trusts, and housing.
Source: morningstar.com
Sequoia Financial Group to Add Special Needs Expertise with Affinia
Sequoia Financial acquires special needs niche, WEG announces 10th acquisition of the year, Kestra added $1.6B in Q2, and more.
Source: wealthmanagement.com
Sequoia Financial Group acquiring special needs focused wealth manager Affinia
Sequoia Financial Group is acquiring Affinia Financial Group, a Cleveland wealth manager dedicated to special needs financial planning.
Source: investmentnews.com
Personal finance advice: My boyfriend's rich family gives extremely lavish christmas gifts
Spa days, pricey tech toys, cars!
Source: slate.com