by Jeff Llewellyn | Jun 4, 2025 | Blog
When setting up a special needs trust—or any type of long-term trust arrangement—families face a critical decision: who will serve as trustee, and how will the trust be managed? Traditionally, many families have turned to large financial institutions that offer...
by Jeff Llewellyn | Apr 10, 2025 | Blog
Planning your financial legacy is an act of care, especially when a grandchild has disabilities. Many individuals seek ways to offer long-term protection, and a special needs trust can be an effective tool. This guide provides a look at how to put this protection in...
by John R. Augenblick | Mar 18, 2025 | Blog
As you may know, a significant number of Rockwood Wealth Management clients have amassed their personal wealth because of their hard work as owners of small and mid-sized businesses. These owners are faced with a difficult; and, at times frustrating responsibility. In...
by John R. Augenblick | Nov 15, 2024 | Blog
Gambling in Vegas The financial media loves market volatility. Exaggerated ups and downs mean higher ratings driven by unwitting investors tuning into expert after expert seeking portfolio advice from magazines and television. During bear markets there prevails such a...
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