Estate planning is a crucial process for anyone looking to protect their family and assets, but for families with a loved one who has special needs, it requires additional considerations. Without ...

Financial Specialist Michael Ringel Calls Attention to Overlooked Risks That Threaten Lifelong Stability NEW YORK, NY, ...

Careful planning for a loved one with disabilities is one of the most important and compassionate acts you can take as a parent or caregiver. It’s not just about securing their financial future, it’s ...

For families with special needs, financial planning is not just about securing a future. Their idea behind the planning is to ensure dignity, care, and stability for loved ones. Christian Urbina, CFP® ...

The generosity of family and friends who want to financially help families with children with special needs can sometimes backfire by costing the family money, according to Rich Yam, a Wealthspire ...

While every parent’s path to retirement is different, many follow a familiar pattern. You save and invest for your own financial future while setting aside funds for your child’s college tuition, and ...

Trustee selection for a beneficiary with special needs presents unique challenges. The decision includes practical considerations: the proposed trustee’s geographic proximity to the beneficiary; ...

Traditional IRAs and other retirement accounts are often comprised of funds that individuals have worked hard to build up over a significant period of time. These vehicles provide for tax deferment ...

Many of us start using our health plan early in the year – visiting doctors, filling prescriptions and managing care referrals – and quickly notice what feels easy or confusing. The first few months ...

Rockford-based travel advisor Bonnie Nofsinger of Magic Bean Travel Co. published a free library of 27 in-depth traveling planning guides, including five focused on autism and accessible travel.