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Derek Stone

Ten Tips

A new year tends to cause many of us to think about our personal financial situation.  Holiday bills, rising prices, kids getting older, household maintenance – you name it and there is good reason to think about your money.  Although “money doesn’t buy happiness”, properly managing your money can eliminate stress and help you live life more fully.  Here are ten tips to help you start the new year off right:Read More »Ten Tips

Our Sister Company – Golden Fiduciary Services, LLC

Golden Fiduciary Services (GFS) specializes in the full-service management of Special Needs Trusts for individuals with disabilities.   They also act as a trustee for Support Trusts and Asset Protection Trusts.  GFS’s activities include in-house due diligence related to current and potential future investment vehicles and overall portfolio management, accounting, budgeting, bill payment, tax coordination and other related services as defined below.Read More »Our Sister Company – Golden Fiduciary Services, LLC

The Need for Special Needs Planning

The need for Special Needs Planning has increased and is continuing to increase every year. For example, in 1992, there were roughly 15,500 children ages 6-22 who were diagnosed as having Autism. In 2006, the number was a staggering 224,500. Additionally, in 2006, there were an estimated 24.9 million adults with some serious psychological distress. Read More »The Need for Special Needs Planning