Funding Special Needs Clients with ABLE Accounts
Special needs trusts and ABLE accounts are the pillars of special needs funding. I have a professional here to discuss the differences between them and how each can be used to maximize financial resources. This includes protecting government benefits, understanding eligibility requirements, guidelines for use, and funding options. The discussion will explain how you can best support families to provide quality of life and a lifetime of care.
Weighing Machine, Voting Machine
Two aspects of the financial markets operate simultaneously. Emphatically, they do not operate alternately, but simultaneously. One aspect is driven entirely by arithmetic. Every security is a claim to some long-term stream of cash flows that will be delivered to the holder, or series of holders, over time.
2022 Annual ESG Survey: The ESG Journey Accelerates
Our annual ESG manager survey of active managers assesses the integration of ESG considerations in investment processes among equity, fixed income and private markets managers, and spotlights firmwide policies, use of data, engagement and integration.
The Keys to Special-Needs Planning
There are no easy answers when it comes to caring for, educating, and supporting individuals with special needs. For long range-planning, families’ primary concerns include many issues:
- Where will my child live?
- How much will be enough to provide for their quality of life?
- Who will look out for their best interests? And how do I help them to protect and care for my loved one?
- Will my dependent be happy, healthy, and secure?
Here to discuss those issues are two experts in the field of special-needs planning. They are part of a practice called the Special Needs Funding Coach, which is based in Red Bank, NJ.