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RESOURCE LIBRARY

Gifts That Grow: Financially Meaningful Ways to Celebrate Your Graduate Thumbnail

Gifts That Grow: Financially Meaningful Ways to Celebrate Your Graduate

Graduation season is a time of celebration—of hard work, accomplishments, and the exciting road ahead. Whether your graduate is heading off to college, beginning their career, or launching a new adventure, this is also an opportunity to help them start building a strong financial foundation. If you’re thinking about how to commemorate this milestone, here are a few meaningful and forward-looking gift ideas to consider:

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Building a Secure Future: Why Working with a Special Needs Financial Advisor Matters Thumbnail

Building a Secure Future: Why Working with a Special Needs Financial Advisor Matters

A well-crafted plan is only as strong as its implementation. By collaborating with an advisor who specializes in special needs planning, you can address unforeseen challenges and build a future that truly supports you and your loved ones. Just as you wouldn’t build a house without a trusted contractor, consider a special needs financial advisor an essential partner. Together, we can transform your plan into a lasting reality for your family.

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Secure Your Peace of Mind: Why Healthcare Directives Matter for Your Newly Adult Children Thumbnail

Secure Your Peace of Mind: Why Healthcare Directives Matter for Your Newly Adult Children

We believe that protecting your family's financial health goes hand in hand with securing their overall well-being. Frequently, low-probability events are overlooked even if they carry severe implications for your well-being because many succumb to optimism bias, the “it won’t happen to us” thought process. One often-overlooked aspect of comprehensive planning is establishing a healthcare directive for your newly adult children. Once your child turns 18, they become legally responsible for their own healthcare decisions. But what happens if they’re suddenly unable to communicate those decisions themselves or still want your voice present in those circumstances? That’s where a healthcare directive—and the associated documents like HIPAA releases—become indispensable.

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How to Start a Care Guide Plan Today Thumbnail

How to Start a Care Guide Plan Today

For any future support team to be successful, we must share the years of invaluable information stored in our heads to those stepping into our shoes. The care guide plan gives us a means to do this so that the future support team has direction and knows what’s expected of them. A well-structured care guide not only acts as a roadmap to the team, but also brings peace of mind to the parent, knowing that our loved one’s unique needs will be met even in our absence.

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