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Financial Symmetry: Balancing Today with Retirement

When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do list or are just not sure what you’ve been missing, subscribe to the show and learn more at www.financialsymmetry.com. Financial Symmetry is a Raleigh Financial Advisor. Proudly serving clients in the Triangle of North Carolina for over 20 years.
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Now displaying: Page 1
Jun 15, 2020

Special needs financial planning is an intricate and delicate process.

Youtube Recap Here: https://tinyurl.com/y7wchxee

A process loaded with challenging emotional and financial decisions. So below we provide 4 steps to think through if planning for your special needs loved one’s future.

More than 40 million individuals or about 10% of total American population are living with a disability according to the US Census. This takes a careful planning approach to assure needs are met.

More Detail Here: https://bit.ly/2BbvxLv

Summary

  • Approach – Highlighting the importance of constructing an experienced team to help guide families through the special needs planning process
  • Benefits Available – What governmental benefits and programs are available to my special needs loved one now and as they age?
  • Consider Your Estate Plan – What steps should be taken to align your estate plan to provide ample financial support to your special needs loved one while making sure their benefits are not negatively affected.
  • Develop Your Savings Strategy – What accounts are available for special needs individuals and which are the best fit for your situation
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