How Do I Choose a Trustee for My Child’s Special Needs Trust?
January 8, 2024
Sadly, I come across this all the time, where you make the mistake of putting a family member or
Blog
Financial Planning Insights for Real Families
Read More »
How Do I Start Putting Together a Special Needs Trust for My Child?
January 5, 2024
The state provides resources that you have to apply for, and an income to supplement the caretaking of your
How Can You Save for Your Retirement AND Protect Your Special Needs Child?
January 3, 2024
I was at a special education fundraising event in North Jersey and a former actor on Broadway and his
What Do the Parents of Special Needs Children Have in Common?
January 1, 2024
My unique experience is not so unique to Special Needs parents. We have something in common. We just want
What are the Pros and Cons of a 529 Plan to Save for College?
December 15, 2023
The most common type of 529 plan is the College Savings Plan. It works like a regular investment account, allowing
How Often Should I Review My Retirement Investments?
December 13, 2023
Many of us, when switching jobs, tend to roll over a 401K into an IRA, and then let it be.
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.