What is a Special Needs Trust and How Does it Work?
Published: 07/07/2023
A special needs trust provides financial support for a person with a disability without compromising their eligibility for special assistance programs like Social Security.
June 2023 Market Insights
Published: 06/15/2023
Markets have been strong as of late amidst the release of a stronger-than- expected jobs report, as well as news that a debt ceiling agreement had passed in the Senate. The Labor Department revealed that 339,000 jobs were added to the economy, and the unemployment rate rose to 3.7%. The debt ceiling agreement suspends the debt limit until 2025 ? but restricts some government spending and ends the freeze on student loan payments. The debt ceiling is often viewed through the lens of political brinksmanship; this time, it was notably close.