Services

The Smart Caregiver’s Planner & Tax Guide System ˢᵐ

Help those you love financially. 

Benefits

The Smart Caregiver’s Planner & Tax Guide System ˢᵐ helps the family understand the roles and responsibilities, both financially and physically.  Then, helps the family realize the true value of both and helps them to develop an equitable plan to address everything.  

The Smart Caregiver’s Planner & Tax Guide System ˢᵐ works with the parents of the children who have special needs, to ensure that those needs are met even if the parents are not there to provide them.

The Smart Caregiver’s Planner & Tax Guide System ˢᵐ helps family members to realize that, while they may want to provide needed support, that this comes with a cost.  While the negative effects of providing care will not go away, developing a plan to deal with them BEFORE they become an even bigger problem is a much better solution to address these issues.

The Smart Caregiver’s Planner & Tax Guide System ˢᵐ helps everyone to recognize that making the best choices and decisions for a loved one’s care, is very difficult and emotional.  Again, by developing a plan and recognizing the issues in implementing it upfront, many unnecessary family disagreements can be avoided. 

Get Started

Enroll now to get started with The Smart Caregiver’s Planner & Tax Guide System ˢᵐ.  Discover a better, smarter, safer way to help the ones you love financially.

Featured Newsletters

Tax-Smart Strategies to Pay for College

Tax PlanningA special report by the Bradford Tax InstituteIn this newsletter we review: How Are 529 College Savings Account Withdrawals Taxed? Child's College: Use a 529 Plan or Tap Your Roth IRA?...

Cybersecurity Monthly Newsletter April 2022

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Spring 2022 Key Financial Planning & Investment Deadlines Checklist

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Cybersecurity Monthly Newsletter March 2022

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Essential Tax Tips for IRAs

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How College 529 Savings Account Withdrawals Are Taxed & Why You May NOT Want to Use a 529 Plan Altogether

Tax Planningby the Bradford Tax InstituteSection 529 college savings plans have been around long enough that withdrawals are now commonplace. You may be ready to take one. The big advantage of 529...

Cybersecurity Monthly Newsletter February 2022

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New Retirement Rules – What you need to know about the SECURE Act

Financial GuidesThere have been some major retirement rule changes following the passage of the SECURE Act and you may have questions on what it means for your retirement plans. Our "New Retirement...

Cybersecurity Monthly Newsletter January 2022

Asset ProtectionIn this issue: Cybersecurity Shorts Software Updates Happy New Year! We hope 2022 has been good to you so far. In the world of cybersecurity, it is only the first month of the year,...

The Smart Tax Planning Newsletter January 2022

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below.  In This Month's Newsletter We Review: Is Your...