Special Needs Certified Financial PlanningTM Blog
July 8, 2024
Explore the balance of SSDI benefits with part-time work and the safeguards like TWP for special needs individuals.
July 2, 2024
2024's ASNP conference shed light on evaluating pooled special needs trusts, highlighting their critical role and challenges.
June 19, 2024
Explore the essential role of respite care in supporting caregivers of loved ones with disabilities for their well-being.
June 10, 2024
Discover key 2024 SSI changes: No more food cost counts and simplified rent calculations to maximize Social Security payments.
June 5, 2024
Explore tailored planning for children with special needs, ensuring financial security and supportive care for their futures.
May 31, 2024
2024 update: IRS boosts ABLE account limit to $18,000, allowing individuals with disabilities to save more without losing benefits.
May 24, 2024
Secure your special needs child's future with the right financial plan and trust. Ensure benefits eligibility and asset protection.
January 17, 2024
A few of my recent conversations with families included the idea that you can save too much. Is it possible? Learn more...
December 20, 2023
Learn about how upcoming minimum wage changes impact disability income and families with special needs children.
September 27, 2023
Here are some DOs and DON’Ts while saving in your own ABLE account and how to optimize it as an ABLE account beneficiary
September 7, 2023
Substantial Gainful Activity was a term defined by the Social Security Administration to define competitive work enough to justify not awarding cash benefits. Learn more.
June 18, 2023
Is insurance a financial plan for families with special needs? Learn why this isn't the whole story and may not be enough.