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Monday Motivation: “Do or do not. There is no try.” — Yoda

If you’re planning to leave retirement assets for a loved one with special needs, learn why naming a special needs trust as beneficiary can help protect their benefits.

Naming a Special Needs Trust as Beneficiary of Your IRA or Retirement Plan - Special Needs Alliance This issue of The Voice® is written by Lisa Nachmias Davis, CELA, a partner in the New Haven, Connecticut firm of Davis O’Sullivan & Priest, LLC. If you’re reading this article and have a child or family member with special needs, you’ve probably already set up a third-party special needs tru...

Monday Motivation: “To fly, we have to have resistance.” — Maya Lin

Check out these 8 creativity tips for entrepreneurship. From carving out time to embracing failure to fuel your growth and innovation. Click to read more…

8 Creativity Tips for Entrepreneurship - Small Business & Entrepreneurship Council by Raymond J. Keating – Creativity usually is defined as the use of imagination or original ideas, and more often than not it’s applied to the arts. To create means to bring something into existence. Make no mistake, though, creativity is essential to the art of entrepreneurship. Entrepreneurshi...

Monday Motivation: “The way I see it, if you want the rainbow, you gotta put up with the rain.” — Dolly Parton

Are you aiming to retire in five years? Here’s a smart checklist to prepare your finances, Social Security strategy, spending plan, and portfolio—so you can enter retirement with confidence.

Ready to Retire in 5 Years? Here’s Your Checklist These steps can help you prepare for an approaching retirement.

Monday Motivation: “If you don't paddle your own canoe, you don't move.” — Katharine Hepburn

This article shares expert-driven tips to teach teens financial literacy abilities that they can carry with them into their young adult years. Take a look…

7 Ways to Help Your Teen Become a Financially Independent Adult Today's teens are growing up in an economy with a high cost of living, which has forced many parents to support their adult children after they leave their home. That's why we spoke to experts to learn how to teach teens financial literacy skills that they can carry with them into their young adult....