NEWSLETTER
2021 September Newsletter
Aug 4, 2021
- Medicare for All: Would It Work? And Who Would Pay?
- Why Regulation Won’t Harm Cryptocurrencies
- 5 Big Changes to the FAFSA That Clients With College-Bound Children Need to Know
- Why Green Assets May Not Continue to Outperform
- Monitoring Inflation: 7 Key Resources to Keep You Ahead of the Curve
2021 August Newsletter
Aug 4, 2021
- Monitoring Inflation: 7 Key Resources to Keep You Ahead of the Curve
- 5 Key Facts to Clarify the New 10-Year Rule for IRA Beneficiaries Under the SECURE Act
- Think Twice Before Paying Off Your Mortgage Early
- ‘Smart’ COLA: How It Impacts Retirement Income
- Biden’s Tax Plan: 5 Benefits for Middle-Class Clients
2021 June Newsletter
May 20, 2021
- Charge Against Mother Highlights Value of Adding an Extra Layer of Protection to a Special Needs Trust
- ‘Like a Dickens Novel’: States Are Grabbing Foster Children’s Social Security Benefits
- COVID-19 Relief Bill Makes ACA Even More Affordable, If Only Temporarily
2021 May Newsletter
May 20, 2021
- ‘Like a Dickens Novel’: States Are Grabbing Foster Children’s Social Security Benefits
- New Website Offers Disability Community a Trusted Vaccine Resource
- Uber Ordered to Pay Blind Woman $1.1 Million for Its Drivers’ Discriminatory Practices
2021 April Newsletter
Apr 16, 2021
- Disability Advocates Applaud Landmark COVID-19 Relief Bill
- People with Disabilities are Still Being Largely Ignored in State COVID-19 Vaccine Priority Lists
- Congress Eliminates SSDI Waiting Period for People with ALS
2021 March Newsletter
Mar 18, 2021
- An ABLE Account Could Be a Great Place for Your $1,400 Relief Payment
- Is It Possible to Put a Retirement Plan in a Special Needs Trust?
- Disability-Friendly Places to Live in the U.S.: WalletHub’s Latest Survey
2021 February Newsletter
Feb 16, 2021
- Roth IRA Vs. Traditional IRA [Flowchart]
- Congress Eliminates SSDI Waiting Period for People with ALS
- Resources for Travelers with Special Needs Are Only a Click Away
- Report Finds Feds Aren’t Monitoring States That Have Moved Long-Term Care Services to Managed Care
2021 January Newsletter
Jan 12, 2021
- 10 Costly mistakes that every special needs family ought to avoid. [Guide]
- ABLE Accounts Offer Financial Independence for Beneficiaries Who Can Manage Their Own Money
- Amtrak Agrees to Make Its Stations More Accessible to People with Disabilities
- Child Support and Special Needs:
Six Important Questions
2020 December Newsletter
Dec 9, 2020
- Will People with Disabilities Have Priority for a COVID-19 Vaccine?
- New Online Calculator Helps Parents Gauge How Much to Leave for a Child with Special Needs
- IRS Issues Final Regulations for ABLE Accounts
2020 November Newsletter
Nov 11, 2020
Featured articles of this issue:
- Consider Putting Recipients’ Pandemic Relief Payments in an ABLE Account
- New Online Calculator Helps Parents Gauge How Much to Leave for a Child with Special Needs
- Social Security Disability Benefits to Rise by Only 1.3 Percent in 2021
2020 October Newsletter
Oct 17, 2020
Featured articles of this issue
- Estate Planning And The Special Needs Loved One – What The Family Needs To Know
- Social Security Income For Special Needs Children
How To Fund A Special Needs Trust The Right Way
MEET WITH A FEE-ONLY, TAX-SAVVY
FINANCIAL PLANNER
We offer a no-cost, no-obligation confidential consultation so you can see if we are the right fit for you.
