Financial Planning

Life insurance provides a unique opportunity for many families to guarantee the financial security of their loved ones with special needs without placing a significant financial strain on other family members.  ...

The Earned Income Tax Credit gives people with disabilities an incentive to file a tax return even if they are not required to do so. ...

Over the past several years, crowdfunding and personal fundraising have become popular ways to raise money for people in need.  Unfortunately, when crowdfunding sites are established for people with special needs who are receiving disability or medical benefits, even with...

Sixteen states now have ABLE programs, which allow people with disabilities to set aside up to $14,000 a year in tax-free savings accounts without affecting their eligibility for government benefits...

Kelly Piacenti, head of MassMutual's SpecialCareSM, has joined the Advisory Board of the Academy of Special Needs Planners (ASNP).

If you or your spouse have a disability, or if you care for a dependent with a disability, you may be able to qualify for one or more tax credits and deductions.

Special needs planners often recommend life insurance as a funding mechanism for an SNT.  Here's why, and what your main choices are.

ABLE accounts are a relatively new planning tool available to individuals with disabilities. Here are details on the ABLE account programs of three states that allow out-of-state residents to open accounts.  ...

Through its “Build Your Future” online tool, The Arc helps adults with intellectual or developmental disabilities and their families plan ahead so they can live as independently as possible throughout their lives. ...