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Blog

Financial Planning for Special Needs Families

Explore essential financial planning strategies for families with special needs—from government benefits and healthcare options to special needs trusts and long-term care planning.
Bruce Helmer
9/14/2024
Blog

Financial Planning For The Future When You Have a Child With a Disability

Learn how to create a comprehensive financial and estate plan for a child with special needs. Explore trusts, guardianship, ABLE accounts, and expert planning tips.
1/9/2024
Blog

Key Benefits For Individuals With Special Needs or Disabilities

Discover essential financial planning strategies for families raising children with special needs. Learn about SSI, DAC benefits, and healthcare options to secure your loved one’s future.
Thomas Flynn ChSNC®, CFP®
5/1/2023
Blog

Transition Planning For Your Child With Special Needs

Helping a child with special needs transition after high school? Learn how to navigate education, employment, government benefits, and financial planning with expert tips and resources for families.
William B. Mullin ChFC®, ChSNC®, CFP®
3/22/2023
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