1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Customer Service: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Founder and Principal,
Caleb Harty is a principal at Harty Financial in the Boston area and holds the prestigious CERTIFIED FINANCIAL PLANNERâ„¢ (CFPÂ®) designation. He has his BA in Economics from Gordon College in Wenham, Mass., and is also a graduate of the National Outdoor Leadership School (NOLS), which he attended in the Yukon Territory, Canada. Caleb is also an Emergency Medical Technician (EMT) and volunteers with the Red Cross and plans to do volunteer ski patrol as well.
Caleb is one of only a few advisers in the New England area who specialize in working with families that have a child with special needs. The connection is a personal one, as his brother-in-law has Down syndrome. He also focuses on holistic financial planning for successful professionals, business owners and those approaching retirement.
Caleb Harty is an Investment Adviser Representative of Eagle Strategies LLC, a Registered Investment Adviser and a Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Harty Financial is not owned or operated by NYLIFE Securities LLC or its affiliates. For more information visit hartyfinancial.com.
Anyone with a child with special needs understands the need to prepare for the future. A trust is always a good place to start, and figuring out a savings goal for that trust is a key part to your planning.
See More From: Building Wealth
A newer feature on certain deferred income annuities can help you with RMDs ... and you've probably never heard of it.