How many of you have ever felt overwhelmed – like there was just not enough hours in the …
Special Needs Planning Blog


- Posted April 16, 2017
Check Yourself!
This year my son turns 18, which by any measure is a major milestone; but I’m finding it …

- Posted April 9, 2017
Clutter & Chaos, or Collections & Tranquility
I’m often told “I’m overwhelmed, I don’t know where to start” by my clients; and it’s understandable – …

- Posted April 2, 2017
Expense or Investment?
When I used to think about hiring someone my immediate thought was “how much is this going to …

- Posted March 26, 2017
Why I’d Rather Pay
Over the years I’ve been told, by well-meaning people, to trust in my network of friends and family …

- Posted March 19, 2017
Automate This…
I realize what I’m about to say goes against what I perceive to be “conventional wisdom”. When I …

- Posted March 12, 2017
So Busy, So What?!
I’ve noticed an disturbing trend lately, the number of people I know feeling they need to share how …

- Posted March 5, 2017
What Should I Say?
More often than not the first thing somebody says to me when they find out my son has …

- Posted February 26, 2017
College – It’s not for everyone (and that’s OK!)
If there is one theme I feel very confident in saying I run into in almost every planning …

- Posted February 19, 2017
Why it’s tough to save (and how to help)
I think most of us can relate to having wondered if we’d be able to save enough for …
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