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Cascade Investment Group

Specializing in financial and tax planning, risk and portfolio management.

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Blueprints For Special-Needs Families by Rob Wrubel, CFP® AIF® AEP®

Rob Wrubel, CFP® AIF® AEP® / May 27, 2020

Tips on the Stimulus Payments

CARE Act stimulus checks went out in April and families with special-needs members are asking questions about how to handle the funds. Last week, a mom called wondering what to do with the money that came for her adult child with a qualifying disability. These …

[Read more...] about Tips on the Stimulus Payments

Rob Wrubel, CFP® AIF® AEP® / May 23, 2019

Future Planning – Choosing Between Fear and Courage

Last month, I spoke at the National Down Syndrome Society’s adult conference in Detroit to a room of parents with adult children with Down syndrome. Some families were still figuring out how to navigate SSI, Medicaid and their estate plans but most had already …

[Read more...] about Future Planning – Choosing Between Fear and Courage

Rob Wrubel, CFP® AIF® AEP® / January 8, 2019

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 simple, tax-advantaged way to save that also allows our family member to access money without fear …

[Read more...] about Spending ABLEs – What’s a QDE anyway?

Rob Wrubel, CFP® AIF® AEP® / August 7, 2018

Three 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 planning and I spent the time before my session talking with families and answering …

[Read more...] about Three Steps To Have Your Special-Needs Trust In Place In 30 Days

Rob Wrubel, CFP® AIF® AEP® / May 7, 2018

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 …

[Read more...] about Best Intentions Can Ruin Your Plans – Communicate To Preserve Benefits

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Cascade Investment Group, Inc. is a dully registered broker-dealer and registered investment adviser. Advisory services are only offered to clients or prospective clients where Cascade Investment Group, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cascade Investment Group, Inc. unless a client service agreement is in place.

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