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Your Special Needs Planning Checklist

Establishing lifetime care for a child with special needs requires careful planning. Taking the first step is much easier when you are prepared and know the important aspects of a successful plan. Plan for expenses while understanding the benefits and…

November 2023 Market & Economic Recap

Stock Market Markets rallied in November on the basis of a stronger-than-anticipated economy, resilient consumer, tempered inflation, and the realization that the Fed will likely pause rate hikes. For the month, Wall Street’s three major indices performed as follows: The…