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Saving for an Emergency Fund
Kellie Collier

Living Without an Emergency Fund? Here’s What You’re Risking.

Many people put off saving for emergencies, either because they feel it’s impossible with their current budget or because other financial priorities seem more pressing.

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Kellie CollierApril 23, 2025
Navigating Reporting Requirements for Social Security Income: A Guide for Fiduciaries and Guardians
Kellie Collier

Navigating Reporting Requirements for Social Security Income: A Guide for Fiduciaries and Guardians

Social Security benefits are a vital form of financial support for many individuals, including minors and adults that have a guardian or conservator. These benefits

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Kellie CollierFebruary 8, 2025
How to Protect Your Child's Disability Benefits Through Special Needs Planning
Kellie Collier

Special Needs Planning: How to Protect Your Child’s Disability Benefits

Disability benefits are hard to get and easy to lose. Last Week Tonight with John Oliver host John Oliver quipped during a 2024 segment on

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Kellie CollierDecember 11, 2024
Presidential_Election
Kellie Collier

The Presidential Election and the Economic Impact

With the upcoming presidential election less than a month away, conversations about the future of the economy are at the forefront of political discussions. The

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Kellie CollierOctober 17, 2024
Preventing ABLE Account Clawbacks
Kellie Collier

Safeguarding Your ABLE Account to Prevent Medicaid Clawbacks

Among the many tools available to families of special needs children, an ABLE account (Achieving a Better Life Experience) is a tax-advantaged savings account intended

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Kellie CollierSeptember 11, 2024
Financial_Advisor_vs_DIY_Investing
Kellie Collier

Financial Advisor vs. DIY Investing: Which is Right For You?

As the saying goes, “money makes the world go round.” And when it comes to managing your finances, making the right choices can have a

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Kellie CollierAugust 9, 2024
7 Reasons to Set Up a Trust
Kellie Collier

Secure Your Legacy: 7 Compelling Reasons to Set Up a Trust

As a prudent investor, you understand the importance of making wise financial decisions to protect your assets and secure your legacy. One of the most

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Kellie CollierJuly 24, 2024
Tax Document Checklist
Kellie Collier

Tax Season Made Easy: Tax Document Checklist

Nothing can trigger an intense emotional response quite like tax season. Whether you’re filing your taxes yourself or seeking assistance from a professional, having the

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Kellie CollierApril 27, 2024
Special_Needs_Planning_California_Public_Benefits
Kellie Collier

Special Needs Planning: Breaking Down California’s Public Programs

If you are the parent or guardian of an individual with special needs, it’s time to begin planning their financial future. For many, special needs

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Kellie CollierMarch 20, 2024
Social_Security_cost-of-living-adjustment
Kellie Collier

Social Security Cost-of-Living Adjustments for 2024

Have you noticed a slight increase in your Social Security benefits lately? Starting January 2024, more than 71 million Americans can expect an average increase

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Kellie CollierFebruary 28, 2024
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