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 ...

Here are 10 steps to planning your child's financial future. Some are simple, some are challenging; some cost nothing and some require paying legal fees. Get started on some of these now, so you'll ...

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.

As a parent of a child with disabilities, your life insurance needs are uniquely different from other families. Unlike ...

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.

Matthew Troncone spent the first few years of his daughter Brittany's life in doctors' offices and hospital waiting rooms. From birth, Brittany showed signs of developmental delay, but it took ...

have a formalized special needs financial plan. This community of caregivers and their family members face unique considerations when it comes to planning for the future. Working with a ...

Here are 10 steps to planning your child's financial future. Some are simple, some are challenging; some cost nothing and some require paying legal fees. Get started on some of these now, so you'll ...