Please find important disclosures about this resource HERE.
Please find important disclosures about this resource HERE.
As we start 2018, there are now 31 states offering ABLE accounts and 23 of them are accessible to residents...
In 2017, the investment markets delivered better than expected returns. As we begin 2018, the prospects remain good for another...
‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle, working for an advisory firm...
On Wednesday, March 22, 2017, the special needs community was able to breathe a collective sigh of relief. The U.S....
We were honored to be asked by Make It Better Magazine to provide advice about special needs financial planning. ...
...
...
...
Our recommendations for having successful Individualized Education Plan (IEP) meetings: Be Proactive. Your role is equally important as the education...
As of June 1, 2016, Ohio is accepting applications for 529 ABLE Accounts. As we had anticipated, they are the...
Before Signing Anything on Behalf of Someone Else, Talk to Your Special Needs Advisor. Individuals lack the ability to sign documents...
A year after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special needs, the Internal Revenue Service...