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Creating a Financial Strategy for Your Child with Special Needs

by cortneyh | Jan 7, 2025 | Disability, Estate Planning, Financial Advisor, Special Needs

READ TIME: 5 MIN   Every family is different, which means that each of us must create financial strategies with our particular circumstances in mind. This is especially true for families caring for children with special needs. Parents often need to consider the...

Gifting, Legacy, and Trust: Using the Holidays to Build a Meaningful Future

by cortneyh | Nov 22, 2024 | College Planning, Disability, Estate Planning, Financial Advisor, Special Needs

READ TIME: 5 MIN The holiday season is a time of warmth, family, and giving. While many people focus on presents that bring immediate joy, there is an opportunity to make gifts that last far beyond the holiday season. Gifting with an eye toward legacy can have lasting...

Disability Awareness: Do You Have Coverage in the Case of an Accident?

by cortneyh | Sep 6, 2024 | Business Succession Planning, Disability, Financial Advisor, Life Insurance

READ TIME: 5 MIN   Accidents can happen to anyone at any time, and the consequences can be life-altering. Whether it’s a car crash, a workplace injury, or a mishap at home, the resulting disabilities can impact your ability to work and earn a living. This is...

Recent Posts

  • New Retirement Contribution Limits for 2025
  • Creating a Financial Strategy for Your Child with Special Needs
  • Year-End Gift Strategies: Meaningful Ways to Support Charities and Family Members
  • Gifting, Legacy, and Trust: Using the Holidays to Build a Meaningful Future
  • Budgeting Tips and Tricks: A Financial Advisor’s Guide to Managing Your Money

Recent Comments

  • cortneyh on The Intricacies of Virginia’s Medicaid Waiver Programs
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  • Elizabeth Gray on The Intricacies of Virginia’s Medicaid Waiver Programs
  • Sean Byrne on Planning for the Unexpected for Special Needs Families

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