‘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. ...
-Please find important disclosures about this resource HERE....
-Please find important disclosures about this resource HERE....
-Please find important disclosures about this resource HERE....
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...
The following summarizes the United Cerebral Palsy’s annual study of the special needs programs and resources available across the country....
Six months after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special needs, the Internal Revenue Service...
For most families, living with their adult child or parent with special needs is the reality. However, the optimal situation...
Congress has done little since the passing of the Americans with Disabilities Act of 1990 to improve the lives of...
Language is powerful. It can be used to inspire and empower, but also to dehumanize and ostracize. In the special...