Posts by sscascadeinv
Blueprints For Special Needs Families – April 14, 2015
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 at home with us…
Read MoreBlueprints For Special Needs Families – January 5, 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 19, 2014. This is the most important piece…
Read MoreBlueprints For Special Needs Families – October 20, 2014
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 designations and their intentions to help family members with…
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