A Different Approach to Year-End Planning
Every year, I encourage our clients to take stock of their financial situation. It’s especially important to focus on activities that are time sensitive. Here are some of the more significant ones.
Tax Planning for Families with Special Needs
Those caring for loved ones with special needs should be aware of the tax advantages associated with FSAs, HSAs, and ABLE accounts.
Planning for a Lifetime
Here are some of the top issues you need to consider as parents of special needs children.
10 Tax Tips for Families with Special Needs
2020 ushered in a unique set of changes and challenges. To help lend clarity to the chaos, consider the following tax tips and consult a tax professional.
The ‘Other’ Victims of the Pandemic
Children with special needs are particularly vulnerable to changes in their routine. For those of us who care for children with special needs, the end to 2020 didn’t come soon enough.
Vistica Wealth Advisors Launches Valiant Partners to Serve Special Needs Families
Vistica Wealth Advisors, an integrated wealth management firm serving clients across California, announced today the launch of Valiant Partners.
Election Year Politics and Stock Market Forecasts
Before you make changes to your portfolio as a result of election year predictions, consider the following three points.
