While we often publish articles and are quoted in the media, we are pleased to be wrapping up 2018 on a high note: featured in the most recent Wealth Matters column of The New York Times. The article tells the story of Michael and Carole Maguire, parents of Ally who has special needs. When Ally was young and there were many unknowns, they decided that financial planning was the most tangible action they could take to help provide a full life for their daughter in the future. Our team's advice to parents in this situation is featured. Read the article here.
In 2019, we will continue our presentations and educational outreach to parents, non-profit and community organizations. We are proud to have presented to more than 25 groups in 2018, providing foundational information and resources for individuals and families. Please reach out to Alex to schedule a presentation for your group.
We send our best wishes for a happy, healthy and prosperous 2019 to all our readers!