FINANCIAL PLANNING

SSDI Benefits: When A Parent’s Disability Enters the Picture – What Now?

SSDI Benefits: When A Parent’s Disability Enters the Picture – What Now?

As parents, we have enough worries and responsibilities in our lives.... Read More

Good Planning Creates Value and Benefits

Good Planning Creates Value and Benefits

A winning team needs to be established. This means finding a financial planner, a lawyer and an accountant eac... Read More

Having Medicaid Secondary Insurance Shouldn’t be a Barrier to Access Care

Having Medicaid Secondary Insurance Shouldn’t be a Barrier to Access Care

Families are finding that even if they have private insurance coverage as their primary coverage, if they have... Read More

The Top 10 Mistakes Caregivers of Dependents with Special Needs May Make When Planning

The Top 10 Mistakes Caregivers of Dependents with Special Needs May Make When Planning

Brothers Keeper? You may be thrusting a moral obligation on one sibling to become the future caregiver of thei... Read More

Financial Literacy for Students with Disabilities: A Necessary Life Skill for Independent Living

Financial Literacy for Students with Disabilities: A Necessary Life Skill for Independent Living

It is important to remember that financial literacy, like all transition activities, should be started early a... Read More

Connecting the Financial Dots

Connecting the Financial Dots

While learning about the specifics of a child’s diagnosis, parents can check their child’s eligibi... Read More

Attention Caregivers: SSDI Benefits For Dependents With Special Needs May Not Last Forever!

Attention Caregivers: SSDI Benefits For Dependents With Special Needs May Not Last Forever!

Caregivers of dependents with special needs who receive Social Security Disability Income (SSDI) benefits must... Read More

What Type of Insurance Should I Buy?

What Type of Insurance Should I Buy?

We should use life insurance to cover potential losses at those times where the losses are otherwise unafforda... Read More