Retirees with cognitive impairment and especially dementia need help managing their money, according to a recent report published by the Center for Retirement Research at Boston College (CRR). And, “without help, they are vulnerable to financial fraud, abuse, or mismanagement,” wrote the authors of the CRR report.
One … Read More

Families should know about these new tax-advantaged savings vehicles.
Provided by Gerald Quigley

Families with special needs children have a new tax-advantaged savings option. The ABLE account, also called a 529A savings account, is patterned after the popular 529 savings plan created to help parents save for a … Read More