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Special Needs Planning Blog

planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted April 1, 2016

Why Hire a Professional?

Over the years I’ve been asked, and I used to ask myself, why hire a professional – I …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted March 25, 2016

Featured Organization – By Their Side

My intent is to feature one organization per month, however I did not publish any in January or …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted March 18, 2016

You’re not Entitled, get over yourself

Over the last few years, since I’ve retired from the Navy, my eyes have been opened to what …

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

Organizational Spotlight – Imagination Stage

Imagination Stage

One of my goals since retiring from the Navy was to identify what resources are available …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted March 11, 2016

Pension Maximization

 

You may hear, or have been told, to take advantage of something called “pension maximization” – especially if …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted March 4, 2016

Survivor Benefit Plan – Should I Take It?

One of the biggest choices retiring service members face is whether to take the Survivor Benefit Annuity or …

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

Why Everyone Needs Life Insurance

I don’t sell life insurance, and I’m not making a case for people to own it as an …

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

Transitioning Youth Planning

There are a multitude of resources out there for families who have a child with a disability; but …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted February 2, 2016

Teach What You Tolerate

We’re business people, communication is at the core of our livelihoods – we all recognize this yet so …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted February 2, 2016

The Value of Time

How many of us have either heard somebody say, or said themselves, there’s just not enough time in …

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