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Create Goals that Stick (with Ret. Lt. Cdr. Gary MacDermid)

The Stacking Benjamins Show

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Navigating Financial Futures: Investment Accounts and Long-Term Care

This chapter explores a new investment account proposed by recent tax reforms aimed at supporting savings for children born between 2025 and 2028. The discussion highlights the balance between government-sponsored accounts and traditional savings methodologies while also addressing the complexities of long-term care planning. Participants share insights on proactive financial strategies that can enhance family financial security and the importance of early planning for potential future care needs.

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