When Should I Set Up a Special Needs Trust?
October 23, 2023
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Ideally, it’s important to get a trust set up prior to age 17 because it takes anywhere from three to
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Interview – The Business Power Hour with Lisa and the Music Man
July 28, 2023
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Check out my interview with Norman Wasserman on the Business Power Hour with Lisa and the Music Man. We spoke
Interview – The Doing Business with a Servant’s Heart Podcast
July 1, 2023
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This podcast episode dives into the financial challenges of parents with special needs children and offers advice on how to
What Do I Need to Know About Special Need Trusts?
June 30, 2023
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If you’re a parent with a special needs child, thinking about the future can be extremely stressful. Not so you
Is Long Term Care Insurance Worth the Cost?
June 29, 2023
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Long Term Care (LTC) insurance is usually worth it for most people because it protects against the risk of paying
What Should I Know About College Financial Aid?
June 28, 2023
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The thought of dealing with years, if not decades, of staggering student loan debt can be terrifying. It can feel
Let’s set up a time to talk. I promise there’ll be no sales pitches, just a conversation. And if I can help you with what you need and where you want to be, we’ll go on from there. If not, I should be able to refer you to someone who can.