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Special Needs Planning Blog

planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted December 26, 2016

Stop Labeling Yourself

In my profession a question I hear posed to prospects and clients very frequently is “are you a …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted December 19, 2016

Don’t Buy into the Hype

If you’re watching the markets you’ll have seen them enter record territory, and people predicting all sorts of …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted December 14, 2016

Pooled Trusts

This month rather than focusing on just one non-profit, I’m highlighting (3). Living in the DC metro area …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted December 12, 2016

Get Rich, Quick?!

 

In my experience, there are (3) time proven methods to getting “rich” consistently. And much like losing weight …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted November 15, 2016

Why you should wait until 70 to file for Social Security when you have disabled child

Social Security makes up a very large portion of the income most people receive in retirement, and it …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted October 28, 2016

Gifts – It’s Okay to say “No”

I’m always a little nervous about sharing this particular opinion, especially during this time of year; because of …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted October 14, 2016

Holidays and Gifts

It’s getting to be that time of year, when people’s hearts swell with generosity and good will. This …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted September 30, 2016

Disability Housing

Lately I’ve heard, and been involved in, a lot of discussions centered around housing for individuals with disabilities. …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted September 15, 2016

Live Abundantly

My son’s 17th birthday came and went this past weekend, and it gave me pause to reflect – …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted September 9, 2016

Risk Management

This month (September, 2016) my firm is focusing on Risk Management, with the idea to raise awareness and …

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