Families with special-needs members watched with worried hearts and concerned minds as Congress debated and approved changes to the tax code in December 2017. There is a lot at stake for our families – programs like Medicaid and Supplemental Security Income …
Blueprints For Special-Needs Families by Rob Wrubel, CFP® AIF® AEP®
Simplify for Successful Planning
There’s a reason the first words from our mouths are “mom” or “dad.” And it’s not just because those are the people we see all the time for the first few months of life. Mom and dad are simple words. One syllable each. Easy to form. Words that do not require …
Blueprints: Three Simple Strategies to Achieve Your Goals
What are your big ambitions in life? Do you have strategies in place to make them happen? The Blueprints process helps families with a special needs member improve their financial and legal lives so that they can create the best life possible for themselves …
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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 …
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Blueprints: 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 …
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