Home
Who We Are
A Specialty Practice
Motivation & Mission
Our Team
Special Needs Planning Guide
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
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
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
Summer Travel Plans? Check this list twice....
Employment and more: Upcoming Presentations, May-July 2018
Appealing Financial Aid When You Have a Family Member with Special Needs
SSI,SSDI & More- Your Social Security Questions
What to Know about Mental Health Law and Substance Abuse
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
Who Will Do All You Do? Join us - September 27
A Focus on the Future- Speaker Series begins September 27
Back to School Tips for Parents of Kids with Disabilities
Tips on Using Second to Die Life Insurance and Special Needs Trusts
Tips to Protect Your Personal Information Online
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
Finally ABLE to Save: A New Savings Tool for People with Disabilities
Planning for College for People with Disabilities- Webinar on April 6
Managing Trust Assets:Balancing Fiduciary Responsibilities with Needs of Beneficiaries
Tomorrow's Affordable Housing Presentation Rescheduled to April 13
This Tuesday, March 14: Affordable Housing for People with Disabilities Beyond Section 8
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
Begin 2017 with Listening, Learning and Conversation
A Focus on Finding Your Team To Carry On - January 11, 2017
Social Security Announces 0.3 Percent Benefit Increase for 2017
Tuesday, September 13 - NOT Your Average Housing Panel!
More Than Your Average Housing Panel -
Cool Technology Tools for People with Disabilities
New England States Discuss Offering the ABLE Account
ABLE Account News: SHARE in Ohio & Update on Massachusetts
In the News - Planning for Individuals with Disabilities
News and Events for Families - May 2016
TONITE! Adult Sibs- Join us for Trivia & Wine/Beer Tasting
News and Events For Families - April 2016
Stylin' & Special
Best Valentine's Day Gift Ever
News and Events for Families - February 2016
The MFOFC Family Leadership Series
Upcoming Workshops and Presentations
Sharing a Slice and a Slice of Life: Celebrating Employment for People with Disabilities
A Business that Feeds on Passion
Housing Options Program and Training, November 7
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
Planning for Your Child, Aged 16-22
Bringing Family Members into Your Financial Discussions
Estate Planning for Digital Assets
2015 MassHealth Renewals for People with Disabilities
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
To Carry On When You are Gone: The Letter of Intent
Time Log and Trustee Fees for a Special Needs Trust
For National Siblings Day: Our SibTips
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
News and Events for Families
Take a Look Before Filing Your Taxes
Service or Support? Two Case Studies
CHANGES: This Week in Special Needs Financial Planning: February 9-13
CHANGES: This Week in Special Needs Financial Planning: February 9-13
Keeping the I in IEP
What Your Child Needs: Assessments & Evaluations
Important Questions to Ask When Applying for Government Benefits
Guardianship Workshop -Tomorrow Night 1/14
Workshops for Families, January 2015
Knowledge and Tips for Guardians Panel Presentation
Three Important Perspectives on The ABLE Act
Accessible Travel: Resources for Explorers with Disabilities
Top Ten "Need to Knows" about Guardianship
Guardianship Panel Discussion: Wednesday, December 10
Ask the Experts : A Focus on Trustees
You've Been Appointed Trustee: What Now?
"Ask the Experts" Speaker Series - Wed. October 9
Housing Options for an Individual with Disabilities
How to Talk about the Money When Planning for the Future
News and Events for Families
The Letter of Intent : Plan for the Future Today
Caring for Caregivers
Life Insurance and the Special Needs Trust
Thinking about Siblings
A Giant Step Forward for the Autism Community in Massachusetts
Service or Support ? Two Case Studies
TED Talks: I 'm not your inspiration
Trust Distributions and Trustee Fees
When a Representative Payee Manages Social Security Payments
News and Events for Families and Support- June
Interviewing a Caregiver- Advice from an Expert
Saving for College for Students with Special Needs
A Special Mother's Day Message
Beyond the Checklist: Interviewing a Caregiver-Part 2
Fifteen Tips for Families of People with Autism
Beyond the Checklist: Interviewing a Caregiver
Tax Tips for People with Special Needs and Their Families
News and Events For Individuals with Disabilities
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
News and Events for Individuals with Disabilities
Turning 22: Beyond the IEP
Our SibTips Ebook and Resources for Siblings
Workshops for Families-Winter 2014
Year End Planning Tips for Families with Special Needs
MFOFC Leadership Series offered in January
Tips for the Holidays for Families with Special Needs
For Sisters and Brothers: Our Sibtips
The 18.5%
Special Needs Trust Distributions and Trustee Fees
Welcoming Art Lovers with Disabilities
Using the Letter of Intent to Plan for Your Child Today
10 Steps to Plan for Your Child with Special Needs
You've Been Appointed Trustee: What Now?
What The Shutdown Means For Disability Services
Are You All Set for Your Child with Special Needs?
Workshops and Events for Families with Special Needs
Planning for a Child with Special Needs in Divorce
Keeping the I in IEP
Financial Q & A: Special Needs Trust
Financial Factors in Special Needs Planning
News and Information for Families with Special Needs
Guardianship Considerations for Individuals with Disabilities
Housing for People with Disabilities
The Letter of Intent and Your Child
Special Needs Trust Distributions and Trustee Fees
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
Events for Families with Special Needs in MA
We are the Money Magazine Family
Pass the Popcorn: Movies of Interest
Special Needs Financial Planning featured in FPA paper
Events for MA Families with Special Needs : April & May
Events in MA for Families with Special Needs
Financial Factors in Special Needs Planning
Emotional Factors in Special Needs Financial Planning
Planning for Life after Special Education in Massachusetts
Events for Families with Special Needs: February-May 2013
Putting Your Family's Special Needs Planning Team Together
Cynthia Haddad presents 'No Siblings Left Behind' , 2/5/2013
Family and Support Factors in Special Needs Financial Planning
The Five Factors of Special Needs Financial Planning
Using the Letter of Intent to Plan for Your Child's Future Today
Planning for Life after Special Education in Massachusetts
Special Needs Presentations for 2013
Year End Planning Tips for Families with Special Needs
Getting People With Disabilities the Jobs They Need
Tips for the Holidays for Families with Special Needs
Financial Planning for Two Generations
Financial Records: What to Keep & What to Toss Away
Siblings and a Letter of Intent
This blog is about this Blog
All posts
Subscribe via E-mail
Follow Me
What we're saying is
Check out Our Blog.
Please!
Special Needs Financial Planning
Our Most Recent
Special Needs Financial Planning
Topics We Follow
Special Needs Financial Planning
(77)
Special Needs Trusts
(32)
Housing
(20)
financial planning
(18)
Letter of Intent
(15)
special needs Letter of Intent
(15)
autism
(13)
guardianship
(13)
siblings
(13)
Trustee Services
(12)
ABLE Account
(11)
Special Needs Events in MA
(11)
A Team to Carry On
(10)
Retirement Planning
(9)
Life Insurance
(8)
special needs presentations
(8)
supports for special needs
(8)
Government Benefits
(7)
news and events
(7)
caregivers for special needs
(6)
five factors of financial planning
(6)
transition planning
(6)
Social security income
(5)
Special Needs Planning Timeline
(5)
disability legislation
(5)
disability supports
(5)
special needs workshops
(5)
ABLE Accoount
(4)
Aging Caregiver
(4)
friendship
(4)
parents of people with disabilities
(4)
planning for a future after parents are gone
(4)
planning for college
(4)
Blog
(3)
Divorce
(3)
Individuals with disabilities and the arts
(3)
news and events for people with disabilities
(3)
special needs planning workshops
(3)
traveling with child with disabilities
(3)
Taxes and special needs families
(2)
autism and employment
(2)
cybersecurity
(2)
disability services
(2)
families with special needs
(2)
government supports
(2)
holidays for special needs
(2)
movies about people with disabilities
(2)
special needs services
(2)
wealth management
(2)
FAFSA
(1)
Planning for college with disabilities
(1)
Roth IRA
(1)
advanced directives
(1)
back to school for chldren with disabilities
(1)
college financial aid
(1)
developmental disabilities
(1)
health care proxy
(1)
living will
(1)
representative payees
(1)
residential special needs
(1)
special needs Divorce
(1)
webinars
(1)
View More
