Special Needs Planning Blog

• Posted February 25, 2019

Over the years I’ve seen people respond negatively to the word “budget”, it seems everyone “knows” they “need” …

• Posted February 25, 2019

This month I’m shifting focus from a global non-profit to a community focused one – Cornerstone Montgomery is …

• Posted February 23, 2019

Announcing our brand-new team member!

Andrew Arboe is our latest hire. And we are excited to have him …

• Posted February 23, 2019

Check out the Podcast

Recently we were honored to be featured on a podcast with a fellow advocate …

• Posted February 18, 2019

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?

A special needs trust is designed to provide a person …

• Posted February 11, 2019

• Posted February 4, 2019

As a parent of a child with disabilities sometimes I feel like I’ve blinked and years have gone …

• Posted January 28, 2019

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

• Posted January 28, 2019

I’ve been reflecting on choices I’ve made over the years and I was struck by how often I …