If you missed their previous stories, check it out here: The Special Needs Trust: A Parent’s All-Inclusive Guide to Securing Your Child’s Future The 3 Types of Special Needs Trusts & How To Pick The Right One For You Let’s…
Planning for the financial security of a loved one with special needs can be overwhelming, but a Special Needs Trust (SNT) is a great tool that can provide peace-of-mind for people with disabilities as well as their parents, guardians, and…
We have a special guest post from Andrea Ebby, a Michigan-based speech-language pathologist with nearly 25 years of experience helping students, families, and school teams navigate the special education process. With the school year right around the corner, now is…
As a special needs parent, your life is defined by a unique kind of advocacy. You are a therapist, a teacher, a nurse, financial planner, and a legal expert all rolled into one. Yet, despite the busy days, there is…
For families supporting an individual with special needs, financial planning is rarely a straightforward path. Historically, saving for the future was a catch-22. If you saved too little money, your special needs loved ones would struggle to support themselves with…
The special needs community faced a cruel financial paradox for decades…. To qualify for essential benefits like SSI and Medicaid, individuals were forced to remain in a state of “perpetual poverty”. The “asset limit” of $2,000 meant that saving for…
For families navigating the unique financial landscape of supporting a loved one with a disability, the ABLE account stands out as an indispensable tool. It offers a lifeline, allowing for savings and investments without jeopardizing crucial government benefits. While our…
Welcome Back Everyone! For parents and caregivers of individuals with disabilities, financial planning is often a complex maze. Zeke and I know because we live it every day…. just like you! 😊 Balancing daily care needs with long-term financial security…
Disclaimer: All information provided in this article is strictly for educational purposes and is in no way deemed to be financial, tax, or legal advice. Please ALWAYS consult with a qualified tax professional before making financial decisions. Tax season is…
Winter is almost done and spring is fast approaching… You know what this means? Now is a GREAT time to make positive changes to your life… especially your financial life. Think of today’s article as “spring cleaning for your finances”!…