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My Child Owns A Condo – Did I Do The Right Planning? Rob Wrubel CFP®, AIF® A safe and permanent home is right at the top of the list of wishes most parents have for their family member with special needs. We give that to our family members when they live …

[Read more...] about Blueprints For Special Needs Families – April 14, 2015

The Able Act – An Important Tool For Families With A Special Needs Member Rob Wrubel CFP®, AIF® The ABLE Act (Achieving a Better Life Experience Act) of 2014 passed both houses of Congress in December and was signed in to law by President Obama on December …

[Read more...] about Blueprints For Special Needs Families – January 5, 2015

A $250,000 Mistake Rob Wrubel CFP®, AIF® Why would any investor seek to gain 7% on their portfolio only to have 25% of their investments go to waste? Similar scenarios play out in my office on a regular basis as I ask people about their beneficiary …

[Read more...] about Blueprints For Special Needs Families – October 20, 2014