Capital Square Resources 

Investing & Market Updates 

“2019 Outlook”
Investment Strategy Quarterly 
Volume 11 | Issue 1 | January 2019 

Financial Planning

“Squished! What To Do When Financially Supporting Two Generations”
CFP Let’s Make A Plan
By Elanor Blayney 

Retirement Planning 

HOW TO MAXIMIZE YOUR SOCIAL SECURITY

Within your retirement income plan, Social Security retirement benefits should be considered a critical asset alongside other sources of reliable income. In order to maximize its value, you’ll need a strategy. The guide below offers an overview of how these important benefits work and the critical factors that relate to making the most of them. Contact us if you would like to figure out your strategy to maximize your benefits.  

Estate & Trust Planning 

WHAT IS A SPECIAL NEEDS TRUST?

A special needs trust, sometimes called a supplemental needs trust, is a legal arrangement and fiduciary relationship which means one person or entity – the trustee – is charged with protecting the interest and assets for the benefit of another – the beneficiary. The trust essentially allows an individual with a disability or special needs to benefit from the income and principal of the trust without reducing their eligibility for government assistance. To learn more and see if this option is a good fit for your financial planning needs, read more.