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The Special Needs Planning Timeline

In these first introductory pages to The Special Needs Planning Guide, read about financial planning as well as the key stages of special needs planning. Developed by two financial planning experts, this one-of-a-kind book is a must-have for parents and caregivers. Read More

Financial planning for special needs families: Steps to take at key stages

When you have a family member with special needs, you have to plan for all of the same life stages as everyone else–buying a house, raising children, planning for college, saving for retirement–but you also have other factors to consider. Be sure to take these steps at critical junctures in the process to ensure your own financial security as well as the future of your child. Read More