Investments You’ve made investments your whole life. Work with us to help make the most of them. Share | Related Content The Other Sure Thing Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? Retirement Planning With Your Special Needs Child in Mind Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help. Social Security: The Elephant in the Room Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.