Posts by Rob Wrubel, CFP® AIF® AEP®
Spending ABLEs – What’s a QDE anyway?
The ABLE Act changed the way we think about saving and spending money for our family members with special needs. For the first time, we can now have a…
Read MoreIs Life Insurance Ever an Investment?
As advisors with many years of experience under our belts, we have seen numerous types of planning situations, investment ideas and life situations. We have shared and been part of…
Read MoreThree Steps To Have Your Special-Needs Trust In Place In 30 Days
Last month, I spent two and a half days at the National Down Syndrome Congress’ annual convention in Dallas. The NDSC asked me to give a workshop on special-needs…
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