406 Science Drive
We understand that day-to-day life can require all the energy you have. So much so, that it's hard to look past the everyday tasks and look to the future. We know that it's not that you're unwilling, but instead it's more that you don't have the time, the energy, and the bandwidth.
Financial Planning can seem overwhelming and maybe even unsurmountable. But, it doesn't have to be that way.
Investing in support of Neurodiversity has just become easier! There is a new index called the Neurodiversity Index that helps you invest in companies that are generally benefitting the Neurodivergent community. Learn about how the index can make the world a better place!
May 29th (or, 5/29) reminds us of the importance of 529s and their ability to help us provide a meaningful future for our little ones. 529ABLE is a subset of the Section 529 Plan designed to help people with disabilities Achieve a Better Life Experience by allowing the individual to have assets above aid thresholds without sacrificing their eligibility for benefits. The 529ABLE is relatively new, so this post should be shared with
In this blog post Carrie challenges you to open your mind and realize all the people you may know that could qualify from a 529ABLE savings account, and why that matters.
Watch this short video to learn about the Special Needs Trust- what it is and why you might want one.
Click the button below to download an informational booklet on creating a financial strategy for your child with special needs.
Our partners at Voya Financial's Voya Cares department have designed a checklist for Special Needs families starting the Financial Planning process.