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Special Needs Planning Blog

planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted July 27, 2019

Choosing the Right 529A Plan for a Special Needs Beneficiary

EXECUTIVE SUMMARY

As featured on Nerd’s Eye View – Kitces.com

Leveraging the success (and the systems and infrastructure) …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted July 22, 2019

Love and I/DD

My niece got married this weekend, I’m incredibly happy for her and her wife; although I couldn’t be …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted July 15, 2019

Let’s Get Real About Public Benefits

I struggle to bite my tongue and mind my words sometimes, especially when listening to people rant about …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted July 8, 2019

Student Earned Income Exclusion (SSI)

My son starts his first “real” job today, Goodwill Monocacy Valley was able to place him with an …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted July 1, 2019

Try Focusing on the Positives

I think we all like to “vent”, but I’m becoming more convinced doing so only hurts us over …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted June 24, 2019

Let Go, But Be Ready to Reel Back In

Over the last several weeks I’ve had the realization I’ve been unfair to my son; because I doing …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted June 17, 2019

Do I Have to be Guardian?

This was a question I asked myself for years – my wife and I strongly disagreed (I was …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted June 10, 2019

Future Planning w/ a Disabled Family Member – Step 1

Recently I was on a panel hosted by the Collaborative Project of Maryland to discuss the implications of …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted June 3, 2019

What’s the Upside?

Life has peaks and valleys, and it’s all too easy to allow yourself to believe your never going …

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planning across the spectrum logo - special needs certified financial planning services connecticut
  • Posted May 27, 2019

What’s In A Plan?

I could be wrong, but I feel many families with disabilities fail to plan because doing so seems …

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