Posts by Rob Wrubel, CFP® AIF® AEP®
Tips on the Stimulus Payments
CARE Act stimulus checks went out in April and families with special-needs members are asking questions about how to handle the funds. Last week, a mom called wondering what to do with the money that came for her adult child with a qualifying disability. These payments do not go to every person or every family…
Read MoreDoes Danger Lurk In Your Forms?
Imagine that someone wants to give you $100,000. They want to do it. You don’t have to ask, and you don’t have to lay out a sales pitch in a PowerPoint presentation. To get the money, you have one easy task. You get a simple, easy-to-find, fairly standard one-page form and have that person sign…
Read MoreFuture Planning – Choosing Between Fear and Courage
Last month, I spoke at the National Down Syndrome Society’s adult conference in Detroit to a room of parents with adult children with Down syndrome. Some families were still figuring out how to navigate SSI, Medicaid and their estate plans but most had already accessed the government programs and taken steps to have a will…
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