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Goal Setting
Goal Setting

Tricking Your Brain through S.M.A.R.T Goal Setting

Human’s are wired to think short-term. We don’t do long term planning. Because we know we are predisposed to failure when it comes to goal

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David Fulton February 24, 2021
ptsd in special needs parents
Special Needs

Sharing the Pain; PTSD in Special Needs Parents

Symptoms associated with PTSD in special needs parents are frustratingly common.  This post explores the hope of Post-Traumatic Growth and stresses the importance of Incident

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David Fulton February 24, 2021
Financial Habits
Financial Planning

The Power of Awesome Financial Habits

This post is about building good financial habits.  Build the habits that drive you towards your financial goals. It’s the habits you develop that are

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David Fulton February 24, 2021
Estate Planning, Disinherit
Estate Planning

Old Advice Dies Hard; the Myth of Disinheritance

The recommendation to disinherit a special needs child from their parent’s estate is an example of outdated estate planning advice. Unfortunately, it has staying power

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David Fulton February 24, 2021
Able Account
Investing

How to Use an ABLE Account to Save For Your Child’s Future

Details on the use of the Achieving a Better Life Experience Act of 2014 (ABLE). ABLE accounts are a critical tool in helping save for

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David Fulton February 24, 2021
Passive Investing
Investing

Resist the Urge to do More; Passive Investing for the Win

According to academic research, there are two kinds of games in tennis; those games played by professionals, and those played by the rest of us. 

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David Fulton February 24, 2021
spend, save, invest
Investing

The Just Noticeable Difference; Critical implications for how we Spend, Save, and Invest

Perceiving change can be a funny thing. Why is it we don’t notice a change when it is happening right before our eyes? How do

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David Fulton February 24, 2021
Social Security Disability Benefits for a Disabled Adult Child
Special Needs

Critical Social Security Disability Benefits For a Disabled Adult Child

The ability to provide for a loved one after they are gone is perhaps the biggest concern shared by parents of special needs children.  Disabled

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David Fulton February 24, 2021
Funding Special Needs Trust with Life Insurance
Special Needs

3 ways to Fund a Special Needs Trust with Life Insurance

There are probably few topics that are more uncomfortable than discussing life insurance. But here’s the thing, it may be one of the most important things

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David Fulton February 24, 2021
Grit
Special Needs

4 Steps to Build a Gritty Family

Grit is an indelible trait that will help you achieve the best possible future for you and your family Grit can be learned over time.

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David Fulton February 24, 2021
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Featured Posts:

2020 Important Tax Numbers

2020 Important Tax Numbers

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real financial planning

The Value of Real Financial Planning

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Thrift Savings Plan

6 Reasons to Keep Your Thrift Savings Plan When You Retire

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Special Needs Planning Guide

Special Needs Planning Guide: From Birth to 3

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letter of intent

The Criticality of a Letter of Intent

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