Historically, special needs planning referred to financial planning concerns for individuals who are living with physical or intellectual disabilities diagnosed from birth, and that special needs ...

In fact, they're complementary, and the combination often works well in a comprehensive special needs financial plan. ABLE accounts are easier to access for short-term expenses like food and housing.

Explore comprehensive estate planning for people with disabilities. Learn about unique needs, special needs trusts, and how ...

Caring for elderly loved ones can be costly, which is why financial planning is critical for seniors and their families.

You'll need an estate plan to make sure your child's care continues if anything happens to you. Work with financial planners and lawyers who focus on special needs. "Sometimes traditional planning ...

Harvey Mills, a retired flight attendant, doesn’t sugarcoat the impact that Jerel Ruttenberg, a Senior Financial Professional ...