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SPECIAL NEEDS PLANNING: The Able Account

By Vivian J Villers, CFP, AIF, CWS Three options are available to provide additional funds for the support of a child with a disability

Special Needs Planning: The OBRA’93 or “OOPS” TRUST

By Vivian J Villers, CFP, AIF, CWS By now, you know that a person with a disability could be eligible for SSI and Medicaid when they

SPECIAL NEEDS PLANNING: Providing for a child with special needs using a special needs trust

By Vivian J Villers, CFP, AIF, CWS If your child with special needs is receiving government benefits such as SSI and Medicaid, they cannot

Roth Conversion Considerations for Retirees

By Erica Eros | Case Planning/Retirement Consultant The recent Medicare premium and deductible increase may affect retirees on a fixed income If