by cortneyh | May 21, 2025 | Financial Advisor, Special Needs
Read Time: 5 Min 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, however there are some key differences The purpose of the ABLE account is to allow families to set aside...
by cortneyh | Mar 27, 2025 | Special Needs
Read Time: 5 Min When it comes to managing a special needs trust, families and caregivers often seek solutions that ensure the well-being of their loved one with disabilities while also maintaining the flexibility to adapt to changing needs. One innovative and...
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...
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...
by cortneyh | Sep 24, 2024 | Special Needs
READ TIME: 7 MIN Living independently is a goal that many adults with cognitive and developmental disabilities strive to achieve. Thanks to the rapid advancement in assistive technologies, this dream is becoming more attainable. From smart devices, to...
by cortneyh | Aug 26, 2024 | Special Needs
READ TIME: 5 MIN As the new school year approaches, parents of children with disabilities face unique challenges. From ensuring that your child’s Individualized Education Program (IEP) is up-to-date to preparing them for the transition back to school, there are...
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