Taffy pulling

As a parent of three children, one of whom has Down syndrome, there are many times that I feel like a piece of taffy in a candy factory – pulled…

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A $250,000 Mistake
special needs planning mistakes

A $250,000 Mistake

Why would any investor seek to gain 7% on their portfolio only to have 25% of their investments go to waste? Similar scenarios play out in my office on a…

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