by admin | Dec 27, 2022 | Estate Planning, Financial Advisor, Special Needs
READ TIME: 10 MIN As many of you already know not only am I a Financial Advisor and a Chartered Special Needs Consultant, but I am also a Special Needs Mom. In 2022 we launched our Special Needs Binder and email series. My goal is to continue supporting this...
by admin | Nov 11, 2022 | Financial Advisor, Special Needs
READ TIME: 5 MIN Last month I talked about things you need to consider when your child turns 18, Your Child Is Considered An Adult. Now What? (part 1). This month I would like to look at additional considerations you will need to look at if your child has special...
by admin | Oct 17, 2022 | College Planning, Financial Advisor, Special Needs
READ TIME: 3 MIN As you may know from my social media and blogs, I have a freshman in college this year and a high school senior. By February I will have two 18 year old children. This is an important milestone to be celebrated, but there are so many changes in...
by admin | Mar 10, 2022 | Financial Advisor, Special Needs
READ TIME: 4 MIN You may have heard of an ABLE account but what exactly is it? ABLE stands for Achieving a Better Life Experience and was created in 2014 by the ABLE Act. An ABLE account is very much like a 529 plan however, there are some key differences we will...
by admin | Dec 13, 2021 | Special Needs
SPECIAL NEEDS FAMILIES READ TIME: 4 MIN So, when I am asked to describe myself the first word that always comes to mind is I am a mom. I am a soccer mom, a dance mom, a gym mom, a golf mom, a mom who owns her own business and yes, a special needs mom. My brother...
by admin | Feb 25, 2021 | Special Needs
SPECIAL NEEDS READ TIME: 2 MIN When we are boarding an airplane, we have all heard the flight attendant remind us to put on our air masks first, before helping other passengers. This common safety reminder is heard so often it does not always register with us. ...
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