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Special Needs Planning Blog

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

Quality Trust

The DC Quality Trust is an independent, non-profit advocacy organization focused on improving the lives of children and …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted May 27, 2016

Saving for College

It’s that time of year – when graduates and their families get ready to say goodbye and start …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted May 20, 2016

Long Term Care

Long term care (LTC) is probably the touchiest subject I discuss with all of my clients, and I …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted May 13, 2016

If It Sounds to Good to be True…

It surprises me that even after Madoff, and so many other situations where people were taken advantage of, …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted May 6, 2016

Break The Cycle!

Recently my son’s teachers and I met for his IEP (individualized education plan) and one of the goals …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted April 29, 2016

Are You Living?

I think all of us have been guilty, to some degree, of losing sight of what’s truly important. …

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

Featured Organization – ArtStream

ArtStream is a sleeping giant waiting to be awoken. This organization’s mission “to bring to adults with disabilities …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted April 22, 2016

Medicaid Payback

Recently I’ve found myself answering questions about Medicaid payback. This is an aspect of Medicaid planning, and needs …

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

Get Your Head Out of the Sand

Recently I attended a Transition Fair put on by the Partnership for Extraordinary Minds with Montgomery County Public …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted April 8, 2016

Special Needs Trusts

I’ve found there is a lot of discussion around special needs trusts, and it runs the gamut from …

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