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Home
Who We Are
A Specialty Practice
Motivation & Mission
Our Team
Planning Guide Book
What We Do
Comprehensive Planning
Wealth Management
A Team to Carry On
Workshops
Who We Serve
Families
Trustees
Professionals
Organizations
Media
What We’re Saying
Blog
Resources
Contact Us
Preview: Planning Strategies for Grandparents Webinar 🎧
2020 Year-end Planning Tips for Grandparents to Help - Webinar 🎧
Expert Tips to Prevent Identity Theft and Cybercrime
The ABLE Account: In US NEWS & Webinar TODAY!
Affinia On the Cover of Advisors Magazine
Retirees! RMD Waiver deadline extended
Topics for Your Financial Independence Day
Applying for Government Benefits? Here's what to expect.
Special Needs Planning Webinars 🎧: Look, Listen and Learn🤓
People + Money = Options
Special Needs Trusts: FAQs & Funding 🎧
News: Webinar this Friday 🎧& New DDS Update on Covid 19
Tune in to Our Special Event 🎧 & More about the CARES Act
The Letter of Intent: It's All Up to You
Talking about Covid-19 with People with Disabilities
5 Ways To Feel Good When You Are Stuck Inside
The "10- Year Rule" and After-Tax Strategies to Consider
When a Special Needs Trust is the Beneficiary of a Retirement Account
The Secure Act and Your RMD 🎂
It's February: Show Your Retirement Some Love❤️
January is Kickoff Time (even for us Patriots fans🙁)
Caring for Caregivers: All is Merry, All is Bright, OOPS!
Exciting News! Introducing Affinia Financial Group
Caring for the CareGiver: Advanced Directives
It's the 4th of July and My Child isn't the Only One Getting Older!
3 Financial Aid Facts for Families of People with Disabilities
5 Little Known Facts: The ABLE Account and Social Security
Part II - Whoa! My Child Isn't the Only One Getting Older!!
Whoa! My Child Isn't the Only One Getting Older!!
Upcoming Presentations- Our New Workshops Calendar
The Power of Love: Happy 60th Ron!
Upcoming Presentations & Workshops- February
Reassessing Your ABLE Account Investment Choices
Wrapping things up with The New York Times and on to 2019
A Talk with My Parents Around Our Holiday Table
Home Equity Line of Credit? Here's What You Need to Know
FRAUD ADVISORY: Beware of Phone Calls with Social Security Caller ID
November 14th: The Real Lives Law and Creating a Vision for a Great Life
Impact of the 2017 Tax Law for Individuals with Disabilities
Working with SSI: Our Speaker Series Kick-off on October 10
ABLE Account Contributions and Social Security Income (SSI)
ABLE to Work and Key Changes to the ABLE Account
Appealing Financial Aid When You Have a Family Member with Special Needs
SSI,SSDI & More- Your Social Security Questions
February 28: An Insider's View of the Dept of Mental Health
For Grandparents: Save for Retirement and Grandchildren’s Education
Top Special Needs Planning Blogs of 2017
Sharing Our Moment in the Spotlight
Speaker Series: Having the Talk, October 25
Tips on Using Second to Die Life Insurance and Special Needs Trusts
Grandparents Gifts to an ABLE Account
Using the ABLE Account: Case Study - For Representative Payees Managing Income & Social Security Benefits
Using the ABLE Account: A Case Study - Save and Have Control of Your Own Money
Using the ABLE Account: Case Study - Protecting Social Security Eligibility
Managing Trust Assets:Balancing Fiduciary Responsibilities with Needs of Beneficiaries
2017 Resource Guide for Adults with Autism in Massachusetts
Join us: Affordable Housing Options Beyond Section 8
Tips for Talking about Money and Future Roles with Your Family
January To- Do: Check Your Retirement Account Beneficiaries
January To- Do: Your Letter of Intent
Join Us January 11; The Next Level of Planning for the Cycle of Life
Social Security Announces 0.3 Percent Benefit Increase for 2017
More Than Your Average Housing Panel -
New England States Discuss Offering the ABLE Account
In the News - Planning for Individuals with Disabilities
Sharing a Slice and a Slice of Life: Celebrating Employment for People with Disabilities
Housing: A Variety of Options, November 7
Considerations When Planning a Home for Your Child with a Disability
Special Needs Planning Events for Parents and Siblings
Living Large is for Everyone
Answers to FAQs: How to Use the ABLE Account
Is the ABLE Account Right for You?
Special Needs Financial Planning Events - May 2015
Time Log and Trustee Fees for a Special Needs Trust
In the News: Employment for People with Autism
Shepherd Financial’s John Nadworny quoted in the New York Times
Creating a Circle of Supports, Wednesday, March 25
Service or Support? Two Case Studies
Keeping the I in IEP
Important Questions to Ask When Applying for Government Benefits
Guardianship Workshop -Tomorrow Night 1/14
Knowledge and Tips for Guardians Panel Presentation
Top Ten "Need to Knows" about Guardianship
Guardianship Panel Discussion: Wednesday, December 10
How to Talk about the Money When Planning for the Future
The Letter of Intent : Plan for the Future Today
Caring for Caregivers
Life Insurance and the Special Needs Trust
Service or Support ? Two Case Studies
Interviewing a Caregiver- Advice from an Expert
Fifteen Tips for Families of People with Autism
Tax Tips for People with Special Needs and Their Families
How Special Needs Planners Help in Divorce
Special Needs Planning in the Spotlight
Retirement Accounts and Special Needs Trusts
FAQs : Funding a Special Needs Trust
Our SibTips Ebook and Resources for Siblings
MFOFC Leadership Series offered in January
The 18.5%
Special Needs Trust Distributions and Trustee Fees
Using the Letter of Intent to Plan for Your Child Today
Planning for a Child with Special Needs in Divorce
Keeping the I in IEP
Guardianship Considerations for Individuals with Disabilities
Housing for People with Disabilities
MA Events for Families of Individuals with Special Needs
Special Needs Checklist for Your Child: Age 16-22
Services vs. Supports for Individuals with Special Needs
Life Insurance and Special Needs Planning
Special Needs Financial Planning featured in FPA paper
Planning for Life after Special Education in Massachusetts
The Five Factors of Special Needs Financial Planning
Getting People With Disabilities the Jobs They Need
Siblings and a Letter of Intent
Special Needs Financial Planning Newsletter
A Sample Letter of Intent for Caregivers
How Trustees Can Protect Themselves
Age 22 and Beyond: Transitioning from Home to Independence-Part 2
Child’s Age 22 and Beyond: Transitioning from Home to Independence-Part 1
Happy Summer & Save these Dates for Fall
Special Needs Trusts: Questions and Answers
Six Financial Planning Questions to Ask Yourself
Funding a Special Needs Trust : Part II
Funding a Special Needs Trust : Part I
Planning for the Residential Needs of Individuals with Disabilities
Special Needs Financial Planning on Guardianship -Part II
Special Needs Financial Planning on Guardianship -Part I
Shepherd Financial Partners April 2012 Financial Market Review
Special Needs Checklist for Your Child: Age 16-22
Special Needs Planning Checklist for Your Child: Age 3-15
Letters of Intent and Sharing Your Financial Values
Special Needs Financial Planning Steps for Birth - Age 3
Special Needs Trusts- Five Fundamental Facts
Six Questions to ask Yourself about Your Financial Plans
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