Welcome to 2017! How many of us have resolved this year will be different? Perhaps this is the …
Special Needs Planning Blog
- Posted January 9, 2017
Taking Your First Steps towards Financial Fitness
Wow – it’s already a week into 2017; and this year we’re really going to get our finances …
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- 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 …
- 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 …
- 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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- 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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- 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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- 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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- 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 …
- 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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