skip to main content

Special Needs Planning Blog

mixed couple reviewing expenses - five practical uses for able account certified financial planning
  • Posted September 25, 2020

Five Practical Uses for an ABLE Account

ABLE accounts are definitely a buzz word these days, in least in my world. Many times when anyone …

Read blog

chalkboard pros and cons - pros and cons of an able account certified financial planning services
  • Posted September 23, 2020

The Pros and Cons of ABLE Accounts

This is intended to be a very short Pro/Con list of some things to consider when looking into …

Read blog

small boy coins in piggy bank - who can open an able able account certified financial planning
  • Posted September 19, 2020

Who can Open An ABLE Account?

ABLE accounts, new tax-free saving accounts for people with disabilities, hold great promise for special needs planning. But …

Read blog

young girl remote learning - autism learning at home - autism certified financial planning
  • Posted September 13, 2020

Preschool in a COVID-19 world

Real talk – today my wife and I decided to pull our daughter out of preschool because of …

Read blog

millennial girl driver behind wheel of car - seven things to help autistic teens drive
  • Posted September 11, 2020

7 Things Parents Can Do To Help Their Autistic Teen Drive

Driving is one of the most important milestones an individual achieves in a lifetime. It symbolizes many things: …

Read blog

financial planning documents on desk - special needs certified financial trust planning services
  • Posted September 11, 2020

Special Needs Trusts Are NOT Plans

All too often I will have someone tell me they have a “plan”, because they’ve gotten their Special …

Read blog

risk management icon representation - special needs insurance is not special needs advisor services
  • Posted September 5, 2020

Special Needs Insurance is not a Plan

All too often we see so many who consider themselves Special Needs Planners Are really just special needs …

Read blog

man at desk looking at computer - what is a special needs advisor? - financial planning services
  • Posted September 5, 2020

What Is A Special Needs Advisor

We coined the term Special Needs Advisor to highlight the difference between what we are doing and what …

Read blog

fbi agent at computer desk - we are a professional trustee that manages special needs trusts
  • Posted September 3, 2020

Theft from SNT Highlights Value of Using a Professional Trustee

A New Jersey man has been charged with stealing $330,000 from the special needs trust (SNT) of a …

Read blog

covid-19 economic stimulus check - how to use stimulus payment for able accounts planning
  • Posted September 1, 2020

Stimulus Payments and ABLE Accounts

One good thing that we have noticed lately is an increased uptick in ABLE account stimulus inquires. This …

Read blog