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Special Needs Planning Blog

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

Frederick County Affordable Housing Land Trust

The Frederick County Affordable Housing Trust is a non-profit whose purpose is to ensure a sustainable supply of …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted August 17, 2016

True “Cost” of Insurance

Often I hear people tell me “insurance is a scam” or “it’s too expensive”; yet when they need …

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

Equipment Connections for Children, Inc

Equipment Connections for Children (ECFC) is a 501(c)3 not-for-profit organization whose mission is to serve children with a …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted July 24, 2016

I’ll Start Saving, Tomorrow

Saving for the future – we all “know” it’s something we are supposed to do, yet study after …

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

Veterans and Survivors Pension (VA)

Not to long ago I helped my parents file a claim on behalf of my grandfather for Veterans …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted June 24, 2016

ABLE Update

Significant progress has been made in 2016 with two states – Ohio and Tennessee – allowing contributions to …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted June 17, 2016

Veterans – File your claims!

I’ve heard it far too often than I think I should – I’m not filing a VA claim, …

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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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