Special Needs Certified Financial Planning^TM Blog

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September 27, 2023

Author:

Liz Yoder, CFP®

Ways to Optimize An ABLE Account as an ABLE Account Beneficiary

Here are some DOs and DON’Ts while saving in your own ABLE account and how to optimize it as an ABLE account beneficiary

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September 7, 2023

Author:

Liz Yoder, CFP®

What is Substantial Gainful Activity?

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.

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June 18, 2023

Author:

Liz Yoder, CFP®

Insurance Is Not A Financial Plan, Including for Families With Special Needs

Is insurance a financial plan for families with special needs? Learn why this isn't the whole story and may not be enough.