able accounts - CMP Financial Planning

November 23, 20180Comments

Estimating Expenses for Your Special Needs Financial Plan

By Barry Jamieson One of the more difficult tasks in establishing your special needs financial plan is estimating expenses of your adult child after he or she begins living independently from

by Aaron Gilliam

DDS Financial Insights

Estate Planning & Charitable Giving

Special Needs/Disability Planning

October 29, 20180Comments

Creating a Special Needs Financial Plan

Creating a special needs financial plan involves putting together two plans: one for the parent and one for the child with a disability. Because the combined financial plans take into

by Aaron Gilliam

DDS Financial Insights

Estate Planning & Charitable Giving

Retirement Income Planning

Special Needs/Disability Planning

September 17, 20180Comments

Planning for the Housing Needs of Your Child With a Disability

By Barry Jamieson Planning for the Housing Needs of Your Child With a Disability The current and future housing needs of a child with a disability are of particular concern to special

by Aaron Gilliam

Estate Planning & Charitable Giving

Retirement Income Planning

Special Needs/Disability Planning

August 13, 20180Comments

Do Roth Accounts Makes Sense for Special Needs Families?

Barry Jamieson, CFP®, MA Since their inception, Roth accounts have been a great saving vehicle for families planning for their retirement. This saving tool has also been a nice way for

by Aaron Gilliam

Special Needs/Disability Planning

February 12, 20180Comments

How ABLE Accounts and SNTs Can Work Together

By Barry Jamieson In presentations I have recently given to special needs families about Special Needs Trusts (SNTS) it is apparent that there is still confusion about when to establish an

by Aaron Gilliam