You may hear, or have been told, to take advantage of something called “pension maximization” – especially if …
Special Needs Planning Blog
- Posted April 1, 2016
Why Hire a Professional?
Over the years I’ve been asked, and I used to ask myself, why hire a professional – I …
- Posted March 25, 2016
Featured Organization – By Their Side
My intent is to feature one organization per month, however I did not publish any in January or …
- Posted March 18, 2016
You’re not Entitled, get over yourself
Over the last few years, since I’ve retired from the Navy, my eyes have been opened to what …
- Posted March 17, 2016
Organizational Spotlight – Imagination Stage
One of my goals since retiring from the Navy was to identify what resources are available …
- Posted March 4, 2016
Survivor Benefit Plan – Should I Take It?
One of the biggest choices retiring service members face is whether to take the Survivor Benefit Annuity or …
- Posted February 24, 2016
Why Everyone Needs Life Insurance
I don’t sell life insurance, and I’m not making a case for people to own it as an …
- Posted February 19, 2016
Transitioning Youth Planning
There are a multitude of resources out there for families who have a child with a disability; but …
- Posted February 2, 2016
Teach What You Tolerate
We’re business people, communication is at the core of our livelihoods – we all recognize this yet so …
- Posted February 2, 2016
The Value of Time
How many of us have either heard somebody say, or said themselves, there’s just not enough time in …
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