Posts by Rob Wrubel, CFP® AIF® AEP®
Best Intentions Can Ruin Your Plans – Communicate To Preserve Benefits
TV shows and movies look to enhance drama in every scene and a favorite device to create tense emotions when someone dies is the reading of the will. These scenes have the characters sitting on the edges of their seats and we know they are wondering if they will get millions or be cut out…
Read MoreCharitable Gift Flexibility with Donor-Advised Funds
Community service organizations, educational institutions and religious affiliations depend on donations to achieve their missions.Many of us give to these groups because we believe in the work they do, the transformative experiences they deliver and their ability to alleviate problems not easily addressed, underfunded by or handled well by government. There are many different ways…
Read MoreABLE Account Updates
Families with special-needs members watched with worried hearts and concerned minds as Congress debated and approved changes to the tax code in December 2017. There is a lot at stake for our families – programs like Medicaid and Supplemental Security Income (SSI) can make the difference between a decent quality of life for our family…
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