What Should I Think About When I’m Investing?
How I Start Getting My Finances in Order?
How Do I Start Saving Money?
Why Do People Put Off Doing an Estate Plan?
What Are 3 Ways to Save Money Tax Free?
How Do I Start Putting Together a Budget?
How Can I Lower My Capital Gains Tax on Property I Just Sold?
When Should I Start Talking with a Financial Planner?
What Does Compound Interest Have to Do With My Age?
Can My Child Use Funds from a Special Needs Trust While I’m Still Alive?
What Is the Difference Between Neurodivergent and Special Needs?
Is Google a Good Place to Find Financial Advice?
How Can Entrepreneurs Fund a Special Needs Trust?
What Are Ways I Can Fund a Special Needs Trust?
What is the Process for Setting Up a Special Needs Trust?
How Do I Meet Other Parents with Special Needs Children?
How Does a Special Needs Trust Work with Disability Insurance?
Can I Set Up a Special Needs Trust in Any State?
Does My Child Really Need a Special Needs Trust?
Can a Special Needs Trust Help with Transportation?
Why is an Estate Plan So Important?
What Parts of an Estate Plan Do I Need?
Is It True That Long Term Care Insurance Doesn’t Work?
How Often Should I Review My Life Insurance Policy?
Am I Too Old to Get Life Insurance?
Which Type of Life Insurance Do I Need?
Are There Different Types of Annuities?
What’s the Benefit of an Annuity in Retirement?
What is the Return on Investment for Long Term Care Insurance?
Am I Too Late to Get Long Term Care Insurance?
How Does Long Term Care Insurance Work?
What are Three Basic Tips for Retirement?
How Can Teachers Afford to Retire?
Should I Only Invest in ROTH IRAs?
Why Should I Save For Retirement in My 20s?
Should All My Retirement Funds Be In the Stock Market?
Can I Retire with Only Social Security?
Will My 403B Get Me Through Retirement?
Why Should I Plan for the Future Today?
When Is the Best Time to Plan for the Future?
How Do You Avoid Paying Taxes In Retirement?
What Are Some Expenses Covered By a Special Needs Trust?
What Was Your Biggest Challenge as a Special Needs Parent?
How Can I Improve My Special Needs Child’s Emotional Wellbeing?
Have You Ever Attended a Special Needs Conference?
What Triggers Nervous Anxiety in Parents of Special Needs Children?
What’s One Way to Fund a Special Needs Trust?
Why is a Trust So Important for Parents of Special Needs Children?
I’m Bill Walters and I know what it’s like to deal with complicated family needs.
Before I became an advisor, my wife and I had to care for my mother who suffered from dementia. With no long-term care coverage in place, we had to do everything ourselves – keeping an eye out, cooking meals, cleaning up after her, setting up rails so she wouldn’t fall. It wasn’t easy and her suffering could have been minimized with proper professional care. When she passed away, I made a promise to myself that I would do everything in my power to make sure other families wouldn’t go through what we did.
Let’s set up a time to talk. I promise there’ll be no sales pitches, just a conversation. And if I can help you with what you need and where you want to be, we’ll go on from there. If not, I should be able to refer you to someone who can.
I’ve dealt with my own perfectly imperfect family. Let me try to help with yours.