Budgeting

Managing Your Money with Intention with a Budget

If you’re like most people, the idea of sticking to a budget has become an exercise in futility. Maybe you’ve never had a budget but

David Fulton February 25, 2021

Goal Setting

4 Steps to Living a Life of Intention

Living a life of intention means being deliberate with how we create our lives. It’s about choosing how we want to spend our time, our

David Fulton February 25, 2021

Special Needs

Disability Savings Accounts: ABLE 529a vs a Special Needs Trust

With the passing of legislation establishing the ABLE 529a, many people now have access to increased disability savings account options and wonder how ABLE accounts

David Fulton February 25, 2021

Investing

Using a Bucket Strategy to Manage a Trust Account

As a trustee, you are legally obligated to act in the interest of your beneficiary, and one day you may be called to prove the

David Fulton February 25, 2021

Investing

Stop Looking Through a Soda Straw: Long-Term Investing

Don’t avoid stocks. Stocks are the only way you can earn enough on your investment to counter the deleterious effect of inflation. Most importantly, stop

David Fulton February 25, 2021

Investing

Men are From Mars; Women are from Wall Street? Why Women Get Superior Investment Returns

What if I told you that women investors may know something about investing that most of the market doesn’t seem to practice? Here are lessons

David Fulton February 25, 2021

Estate Planning

The When, Why, and How of Legal Guardianship

As soon as your special needs child turns 18 you no longer have the legal authority to make medical and financial decisions on their behalf.

David Fulton February 25, 2021

Financial Planning

Health Savings Accounts…A Real Tax Killer

For most families, there might not be a more important topic than healthcare. In the financial planning world, a Health Savings Account (HSA) happens to

David Fulton February 25, 2021

Financial Planning

15 Financial Planning Rules for a Healthy Financial Future

Following these financial planning rules will allow you to make smarter financial decisions, feel better about where you are, and ensure you are making the

David Fulton February 24, 2021