Posts by Scott Rethi
Blueprints: Starting To Design – this list is for you
Last month, I hosted a workshop focused on the second and third steps of my Blueprints process of financial planning for families with a special needs member. “Starting to Design” is the second Building Block and provides the basis for an exhilarating workshop as participants write out their dreams and goals. The design process starts…
Read MoreWealth Notes: Planning To Give Wisely
Recently, I was at an event for a local nonprofit organization where the fund development team talked about legacy giving. The Executive Director told a story of a local woman and the impact she had on 26 charitable organizations in the Pikes Peak Region. The woman worked as a civil servant and apparently never had…
Read MoreBlueprints: ABLE Act Accounts – Up and running in three states
The world changed this year for individuals with developmental disabilities. For the first time since the legislation that created Supplemental Security Income in 1972, individuals with developmental disabilities will be able to have an investment account that they can control that can hold more than $2,000 without disrupting benefits. Three states have made it possible…
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