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Special Needs Planning Blog

boy catching falling money - 2020 congress reverses recent changes to the kiddie tax
  • Posted March 4, 2020

Congress Reverses Recent Changes to the Kiddie Tax

A major bipartisan bill, signed into law by President Trump in December, includes significant tax changes for …

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scrabble tiles spell new rules - 2020 retirement law changes for special needs financial planning
  • Posted March 4, 2020

New Retirement Law Changes Special Needs Planning

Just before the end of 2019, Congress passed and the President signed a spending bill that includes significant …

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training newspaper headline - autistic individuals should stop looking for a job financial planning
  • Posted February 13, 2020

Individuals with Autism should STOP looking for a Job

If you are confused by the title – good! That means I successfully completed my goal. While the …

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529 college fund file folder - can you transfer 529 plan funds to an able account financial planning
  • Posted January 16, 2020

Should 529 Funds Be Transferred to an ABLE Account?

Thanks to recent changes in the tax law, families can now make limited transfers from existing 529 accounts …

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colorful lego pieces - embracing your interests as a special needs person financial planning
  • Posted January 7, 2020

Embracing My Special Interests

As someone on the spectrum, I have/had various special interests during my childhood. I never thought that they …

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two women hugging smiling - what happens if able account beneficiary is no longer disabled
  • Posted January 2, 2020

What Happens to an ABLE Account If the Beneficiary Is No Longer Disabled?

It is possible that an individual, once diagnosed as a person with special needs, sometime in the future …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted December 16, 2019

What Are You Waiting For?

As the end of the year comes closer we’ll start seeing more and more advertisements about how we …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted December 12, 2019

GAO Calls for Increased Oversight of Organizations That Handle Social Security Benefits for Nearly 1 Million

Every year nearly one million Social Security recipients nationwide rely on nonprofits, nursing homes and other so-called organizational …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted December 6, 2019

Transparency With Diana B.: The Ups and Downs of Living on the Spectrum

Welcome to the first episode of Transparency with Diana B., a podcast that explores the deepest struggles and …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted November 26, 2019

Highway Driving With Autism

One of the quickest ways to get to places are the highways or freeways, as they are called. …

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