by cortneyh | Jul 2, 2026 | ABLE Accounts, Disability, Special Needs
Read Time: 5 min Navigating ABLE accounts effectively can be a game changer for individuals with disabilities and their families seeking financial stability and long-term independence. Achieving a Better Life Experience (ABLE) accounts are tax advantaged...
by cortneyh | May 28, 2026 | Disability, Financial Advisor, Special Needs
Read Time: 5 min When you are raising or supporting a family member with disabilities, financial planning takes on an entirely different dimension. It is no longer just about retirement timelines or college savings goals. It becomes about lifetime security,...
by cortneyh | Mar 9, 2026 | Disability, Special Needs, Taxes
Read Time: 5 min Understanding How to Maximize Financial Support Through the Tax System Caring for a child with disabilities presents unique challenges, not only emotionally and physically but also financially. Fortunately, the U.S. tax system offers a variety of...
by cortneyh | Nov 12, 2025 | Disability, Financial Advisor, Long Term Care, Self Care
Read Time: 5 min Caring for a loved one, whether a child with disabilities or an aging parent, is an act of profound love and commitment. However, the demands of caregiving can take a significant physical, emotional, and financial toll. As a financial planner working...
by cortneyh | Oct 2, 2025 | Disability, Special Needs
Read Time: 8 min Navigating the world of disability services can be overwhelming, especially when trying to understand what support is available and how to access it. Medicaid waivers are programs under Virginia’s Medicaid system (via DMAS and DBHDS) that allow...
by cortneyh | Sep 2, 2025 | Disability, Special Needs
Read Time: 10 min While the process of applying for Disability Benefits for child has not changed at this time, the process can be slower due to the current cuts to the Social Security Administration (SSA). We also understand that applying for Disability...
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