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May 29 is National 529 Day—and we’re celebrating by talking about two powerful savings tools: 529 Education Savings Accounts and ABLE (Achieving a Better Life Experience) Accounts. These accounts can help you save for school, vocational training, and disability-related expenses without losing access to important benefits like SSI and Medicaid. We’ll explain the similarities, the…
In honor of Memorial Day, we’re focusing this week’s workshop on the unique financial challenges—and opportunities—facing blind veterans and their families. We’ll cover benefits available through the VA, strategies for navigating government programs, and tools that support long-term financial independence. Whether you’re a veteran yourself or care about someone who is, this session will equip…
Learn how to create a plan for your loved ones with accessible information on wills, trusts, and beneficiary planning.