Resources for Special Needs Families
Newsletter Archives – Clover Leaf Compass: Financial Guidance for Unique Planning Needs
Using Micro Boards to Manage Special Needs Trusts
A Micro Board is made up of no more than 5 to 7 people who collaborate to manage various aspects of a person’s life, such as health care, employment, education, and financial planning. The group works together to create and maintain a long-term plan, with each member bringing their expertise and perspective to the table.
Creating a Financial Strategy for Your Child with 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
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...
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cortney@cloverleafwealth.com
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