Special Needs Blog

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

Upcoming Presentations & Workshops- March

The Power of Love: Happy 60th Ron!

Upcoming Presentations & Workshops- February

Reassessing Your ABLE Account Investment Choices

Upcoming Presentations & Workshops

Wrapping things up with The New York Times and on to 2019

A Talk with My Parents Around Our Holiday Table

December 2018 Workshops & Presentations

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

Tuesday, March 14: Affordable Housing for People with Disabilities Beyond Section 8

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

This Week! Join Us January 11 to Begin the New Year with Focus

Join Us January 11; The Next Level of Planning for the Cycle of Life

Join Us January 11; a New Year and a New Planning Focus

Begin 2017 with Listening, Learning and Conversation

Kicking off 2017 with a New Planning Focus

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

Trivia, Wine & Beer Tasting for Adult Sibs, Tuesday, April 12

Trivia, Wine & Craft Beer Tasting for Adult Sibs, Tuesday, April 12

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

A Focus on Trustees Presentation, Wednesday, November 12

Ask the Experts : A Focus on Trustees

You've Been Appointed Trustee: What Now?

"Ask the Experts" Speaker Series begins tomorrow- Wed. October 8

"Ask the Experts" Speaker Series - Wed. October 9

"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

September Presentations and Workshops

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

Important Questions to Ask When Applying for Government Benefits

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

Life Insurance and the Special Needs Trust

Join us for Shred Day : Saturday, May 3

News and Events for Families

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

Important Questions to Ask When Applying for Government Benefits

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

Air Travel and your Child with Special Needs

Special Needs Financial Planning Newsletter

A Sample Letter of Intent for Caregivers

Unique Financial Planning Steps for Stage IV

10 Steps to Plan for Your Child with Special Needs

About Services and Supports for Individuals with Special Needs

Focus on Siblings of People with Disabilities

Special Needs Trust Distributions and Trustee Fees

What Wall Street Is Saying About The Election May Surprise You

How Trustees Can Protect Themselves

Achieving a Milestone: Closing Monson

Checklist: When to Review your Financial Plan

Pocket Glossary of Life Insurance Terms

Boston Premiere of Documentary Film, Cowboy Song

Age 22 and Beyond: Transitioning from Home to Independence-Part 2

Child’s Age 22 and Beyond: Transitioning from Home to Independence-Part 1

Building a Home Conference on September 29, 2012

Building a Home Conference Registration Opens

20 Tips for Minimizing YourTaxes in 2012 & Beyond

Adult Family Care Program Provides Financial Support in MA

Divorce and Your Child with Special Needs

Prioritizing Goals for Your Child with Disabilities - Part II

Prioritizing Goals for Your Child with Disabilities - Part I

Directory of Advocacy Groups for Special Needs Families

When to Fund a Special Needs Trust

Newsletter featuring Friendship and People with Disabilities

Happy Summer & Save these Dates for Fall

Special Needs Trusts: Questions and Answers

The Security of a Second Opinion

Six Financial Planning Questions to Ask Yourself

Funding a Special Needs Trust : Part II

#1 Consideration in Housing for an Individual with Disabilities

Funding a Special Needs Trust : Part I

Checklist for Planning for Individuals with Special Needs

Checklist of Core Planning Points for Special Needs Planning-Part II

Checklist of Core Planning Points for Special Needs Planning- 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

Building a Special Needs Planning Timeline

Shepherd Financial Partners April 2012 Financial Market Review

Survivorship vs. Traditional Insurance in Special Needs Planning

Building a Framework for Housing: A Person Centered Plan

Winchester Financial Advisors Published in Autism Spectrum News

New! Special Needs Planning Newsletter

Special Needs Planning: Changing Life Insurance Needs

Shepherd Financial Partners March 2012 Financial Market Review

Special Needs Checklist for Your Child: Age 16-22

Special Needs Planning Checklist for Your Child: Age 3-15

Retirement Account Beneficiaries and Special Needs Trusts

Letters of Intent and Sharing Your Financial Values

Special Needs Financial Planning Steps for Birth - Age 3

Financial Planning Pressure Points

Special Needs Trusts- Five Fundamental Facts

Six Questions to ask Yourself about Your Financial Plans

A Checklist for Building your Team of Special Needs Experts

All posts