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Video Resources


Maximizing Your Resources Using Public Benefits Thumbnail

Maximizing Your Resources Using Public Benefits

If you're caring for a family member with special needs, you already know how crucial it is to plan for their future. But when private funds are limited, it can feel overwhelming to navigate the path forward. In today’s vlog, we’ll explore how you can maximize your resources by tapping into available public resources. From government programs to community services, there’s help out there that can make a real difference. Let’s dive into the options you can start using today to create a more secure future for your loved one.

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Protecting Your Financial Future Thumbnail

Protecting Your Financial Future

In this week's video, we dive deep into a crucial topic for parents and caregivers of children with special needs: safeguarding your financial future through special needs trusts. Whether you’re just starting to think about financial planning or need to review your current arrangements, this video will provide valuable information to help you make informed decisions.

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Looking at Social Security Income Differently  Thumbnail

Looking at Social Security Income Differently

This week Rhett explores a unique perspective on Social Security income payments—viewing them as an investment portfolio paying a steady 5% interest. Understanding this concept can help you make informed decisions about your retirement planning and financial security. Watch the video below to learn how you can make the most of your social security income.

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