“This independence day brings forth new hope to make our tomorrows most beautiful and cherished. Wishing everyone a thrilled 4th of July.”  

July 4th tends to be a quiet holiday in our house. Because of my son Liam, a non-verbal 7-year-old with autism, has many sensory issues, we avoid crowds, loud noises, parades, and festivals. He hasn’t seen fireworks since he was a baby because of his strict bedtime routine, and his compulsion to taste most everything…

How ABLE Accounts Support Special-Needs Children and Their Families Autism, Cerebral Palsy, Down Syndrome, Dyslexia, Epilepsy, Featured Topics, Intellectual Disability, Money, Muscular Dystrophy admin BY Dawn Doebler, MBA, CPA, CFP®, CDFA®, Senior Wealth Advisor ABLE accounts are an important planning tool alongside more-traditional techniques such as special-needs trusts. One financial challenge that many families with…

5 Reasons to Consider a Special Needs Trust Featured Topics, Money BY Dawn Doebler, MBA, CPA, CFP®, CDFA®, Senior Wealth Advisor Here are 5 common reasons for establishing a special needs trust that applies to your family member with a disability. In my last article, I outlined the benefits of ABLE accounts. For many families,…

As we head into Memorial Day weekend this year and venture off to our family barbeques, beach openings, and other celebrations that mark the beginning of most of our summers, let us take some time on Monday to remember those brave men and women who have made the ultimate sacrifice in service to the armed…

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