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Cascade Investment Group

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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® / August 15, 2019

Taffy Pulling

As a parent of three children, one of whom has Down syndrome, there are many times that I feel like a piece of taffy in a candy factory – pulled every which way and stretched as far as possible. And let me tell you, when I feel that way, it’s unlikely I am as …

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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

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  • Tips on the Stimulus Payments
  • Taffy Pulling

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