For Sisters and Brothers: Our Sibtips

Posted by Patty Manko on Tue, Nov 26, 2013 @ 04:24 PM

James , alex, roxy copy 2 resized 600WE are both sisters of brothers with special needs. As we each step into the role of caretaker for our brother, there is a whole new world of terms and acronyms we need to learn. We call it the alphabet soup of special needs planning.
 
WE would like to share a glossary of terms we have learned over the past many years of providing Special Needs Financial Planning to families. As siblings, we have gathered some helpful tips to share and have included them as a SibTip with their respective term. have also included a directory of terms classified by our Five Factors of Special Needs Planning. 

Haddad Family.jpg copy 2 resized 600We hope you find this useful and we encourage you to share your tips and suggestions to make it an even better resource.  If it gets too overwhelming, know that we are here to help. 
 
Feel free to contact us at 781-756-1804 , on our website or via
Special Needs Planning on Facebook.
 
Enjoy the journey!!
 
Cynthia R. Haddad, CFP®, Ron's Sister
Alexandria M. Nadworny, James' Sister   
 
 
 Download  our  Sib Tips
 
 
              
                       
        

 

 

Tags: Special Needs Financial Planning, five factors of financial planning, siblings

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