Finance

Planning is Everything

by Jessica Fisher • April 17, 2020

Save for a house. Save for college. Save for retirement. Save for emergencies. Save for a pandemic? Not what most of us had on our radar, but COVID-19 has in effect become our “rainy day.” Maybe our “rainy year.” It’s been an eye-opening reminder that “expecting the unexpected” is a pretty good idea. Americans were […]


Developing a Lifetime Care Plan for Children with Special Needs

by Jessica Fisher • December 17, 2019

Parents and caregivers planning a lifetime of care for children with special needs can feel like they are trying to hit a continuously moving target. Between filing for government aid, financial planning, and navigating the healthcare system, it’s a full time job to organize proper care for a child with special needs. In addition to […]


Financial Planning for Families with Special Needs

by Jessica Fisher • May 10, 2019

The reality of supporting a child with special needs is that care, support, and education over the course of the child’s lifetime are expensive. While the government will assist families with the basic level of service to the child, parents who want a higher level of care often have to pay out of pocket for […]


Planning for Your Future: ABLE Accounts and Special Needs Trusts

by Jessica Fisher • May 6, 2019

One of the biggest stressors for aging parents of adult children with special needs is planning for the future. Parents have to consider the best way to support their child during and beyond their lifetime. Situations like this are complex and require parents to juggle many unknowns such as the level of government assistance they […]


Funding Special Needs Plans with your Roth IRA

by Jessica Fisher • April 30, 2019

There are two factors currently raising the demand for special needs planning. The first factor is the increasing longevity of the special needs population, and the second being the challenge of families to save enough to fund the expenses of people with special needs over the long term. Few financial professionals have a comprehensive understanding […]


Creating Peace of Mind for Parents of Children with Special Needs

by Jessica Fisher • November 2, 2018

For parents of adult children with special needs it’s a hard truth that they have to plan ahead for a time when they may no longer be around to support their children. While no one enjoys confronting this situation, there are steps parents can take to ensure their loved ones are taken care of properly. […]