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Financial Planning Archives

Special needs planning and the Colorado family

Children are a gift. Yet, like most gifts, there are costs involved. When the child in question is a special needs child, the Colorado parent typically discovers that there are additional steps that must be taken in order to ensure that this child is properly cared for in case the parent is no longer able to do so. Special needs planning can play an important role in giving the parents the assurance they need, and the child the security he or she needs, just in case.

Special needs planning required for special needs children

All Colorado families are different. Some families are traditional and have a mom, dad and two kids; other families feature only one parent with one or more kids. Regardless of the family structure, concerned parents plan for their children's well-being. When children with special needs are involved, this special needs planning becomes even more critical.

Special needs planning crucial for family with special child

Planning for the future is an important part of the average Colorado family's routine. As a part of financial planning, the family often funds investment accounts, makes prudent financial decisions and establishes an estate plan. Yet, in spite of this essential planning, parents with special needs children often fail to complete special needs planning for the continued care of the child once they are no longer able to provide this care.

Business succession tips for women business owners

The growth in the nation’s economy since the last recession is unquestionable. It has spawned a number of small businesses, particularly the number of new enterprises owned by women. According to a number of media reports, more than nine million small businesses are owned by women, which accounts for about a third of all active businesses across the country.

The growing need to protect a growing senior population

The population of older, wealthier people continues to increase. That growth coincides with people looking to exploit the vulnerabilities that come with advanced age. Yet, financial exploitation continues to be overlooked and unreported. The problem is only getting worse with a national government lacking a formal system for complaints and much-needed interventions.

How can you safeguard your nest egg against inflation?

For years you have likely heard financial forecasters in Boulder and throughout the rest of the U.S. warning you of the need to start your financial planning now in order to cover your costs of living once you retire. Hopefully you have heeded that advice and begun to do so. Yet as you begin to plan your retirement savings, there is one factor that you will want to consider: the impact of inflation.

Phone scams aimed at taking advantage of the elderly

Older individuals want to maintain their autonomy for as long as they can. This is understandable; we all want to have the freedom to do things we want and spend our money as we see fit. But unfortunately, as we age, we may become too trusting and there are those who prey on that trust for personal gain.

Adjusting to being your parents' protector

You may be a very accomplished adult with a long list of achievements. And you may be a parent who is successful in your own right. But you will never outgrow being your parent's child. And perhaps you have recently realized that your parents are at a point in their lives where they need your help to a greater degree than they are able to admit. As difficult as this may be for all of you, it could be time for you to assert yourself a bit more in their affairs.

Seniors victimized by internet loan scams

It is no secret that as we age, we become frailer and more vulnerable. Perhaps you have seen such changes affect your parents or other relatives. And while it is important to allow your loved ones to have their independence, it is also important to make sure that they are not compromised or taken advantage of.

Scam targeting elderly netted $300 million in ill-gotten gains

Life gets more difficult as we age. Not only do we become more physically frail, but our mental capacity can become impaired. In short, older people are often extremely vulnerable and should be treated with care. This is why it is so hard to comprehend how someone could willfully and maliciously take advantage of an elderly person.

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