Resources for Special Needs Families
Gifting, Legacy, and Trust: Using the Holidays to Build a Meaningful Future
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...
Enhancing Independence: Assistive Technologies for Adults with Disabilities
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...
Navigating IEPs and Back-to-School: Essential Tips for Parents of Children with Disabilities
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...
Housing for Adults with Developmental Disabilities
READ TIME: 7 MIN There are many things to take into consideration when looking at housing options for our adult loved ones with developmental disabilities beyond how you are going to fund/pay for their housing. Housing for adults with disabilities has two other...
The Intricacies of Virginia’s Medicaid Waiver Programs
READ TIME: 8 MIN The Medicaid Waiver program throughout the United States is incredibly complex. While Medicaid is a Federal Program, it is run by each individual state. This makes it confusing to fully understand all the ins and outs of the various states. ...
SECURE Act 2.0: How Will It Impact You?
READ TIME: 5 MIN Most Americans have an ongoing fear of living beyond the money they’ve saved for their retirement years. And it’s not an irrational fear. There is, in fact, an actual lack of retirement preparedness among Americans, and it’s drawn the attention...
Celebrating Disability Pride!
READ TIME: 5 MIN If you are familiar with me or have browsed my website, which I encourage you to do if you have stumbled across me for the first time, you know that I am passionate about working with the Special Needs/Disabled Community. I am a Chartered...
The Nuts and Bolts of Special Needs Trust Administration
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...
Turning 18 with Special Needs (Part 2)
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...
Your Child Is Considered An Adult. Now What? (part 1)
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...
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