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Latest Blog Posts

Celebrating Valentine’s Day with Your Special Needs Student!

Celebrating Valentine’s Day with Your Special Needs Student! February brings thoughts of celebrating our loved ones. If you have a student with special needs, you might want some creative ideas on how to make the day, the week, or even the month special for your...

ARE YOU SECURE FOR ’24?

ARE YOU SECURE FOR ’24?     WHAT IS THE SECURE ACT?   The SECURE Act stands for Setting Every Community Up for Retirement Enhancement Act. Signed into law in 2019, it and its successor, the SECURE Act 2.0, are designed to help Americans save for retirement....

RETURNING TO SCHOOL FOR SUCCESS 2024

PLANNING FOR A SUCCESSFUL 2024 RETURNING TO SCHOOL FOR SUCCESS 2024 Returning to school after the holiday break can be wrenching. Students look forward to the Christmas break with great anticipation. Two whole weeks with no early-morning routine, no out-the-door...

SLAT: Take Advantage of Tax Exemption Strategy

SLAT: Take Advantage of Tax Exemption Strategy   What’s SLAT?  SLAT stands for Spousal Lifetime Access Trust. It is an irrevocable trust that one spouse creates during their lifetime for the other spouse. A SLAT helps the Donor Spouse reduce the size of their...

December Celebrates National Special Education Day

December Celebrates National Special Education Day December marks the anniversary of the Individuals with Disabilities Education Act (IDEA) which was signed into law in December 1975. This year, on December 2, we celebrate Special Education Day, which reminds us of...

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