January 2024

As a father of a special needs daughter, and a financial advisor, in my opinion, the best thing you could

Here are the three steps you need to set up a special needs trust for your child. Step one is

The number one obstacle that you face when you have a child with disabilities is setting up a Special Needs

For many special needs parents, the biggest regret is waiting too long to ask for help or connect with other

The toughest part of being a parent of a child with special needs is you never know when the other

  Are there programs to help the families of special needs children? If your child has a disability or has

Realistically, a parent of a special needs child, or someone with disabilities, needs a minimum of $2.8 million to as

A simple financial plan can often be put in place in under two hours total: a short initial conversation, some

  The Sandwich Generation are parents that are stuck in the middle. You’re looking at people between 30 and 59.

  Currently, I’m working with someone from Georgia. The mom reached out to me on Thursday. I said, “How old’s