My son is now an adult, although as things currently appear he will never be truly “independent”. I …
Special Needs Planning Blog

- Posted February 23, 2019
Planning Across the Spectrum Podcast with Maryland Financial Advocates
Check out the Podcast
Recently we were honored to be featured on a podcast with a fellow advocate …

- Posted February 18, 2019
Your Plan Isn’t Our Plan
I’m a Financial Planner, I help people create a Roadmap for their financial future. In the years since …

- Posted February 14, 2019
What Can A Special Needs Trust Pay For?
What Can A Special Needs Trust Pay For?
A special needs trust is designed to provide a person …


- Posted February 4, 2019
Don’t Let Life Get Away
As a parent of a child with disabilities sometimes I feel like I’ve blinked and years have gone …

- Posted January 28, 2019
Don’t Make Decisions in a Vacuum
I’ve been reflecting on choices I’ve made over the years and I was struck by how often I …

- Posted January 28, 2019
Non-Profit Board Membership
This month, rather than highlighting a specific non-profit, I’m going to share why I believe Non-Profit Board membership …

- Posted January 21, 2019
The Herd Isn’t Always Right
People mean well, I believe this to be true. However they are looking through their lens, not yours …

- Posted January 14, 2019
Social Security Considerations for the Self-Employed
Since my focus is helping families with disabilities, I’m hoping to raise awareness for all those parents out …

- Posted January 7, 2019
Guardianship
Recently I was reading a forum discussion about Guardianship, and I was taken aback by comments like “it’s …
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