estate planning - CMP Financial Planning

October 29, 20190Comments

529 or STABLE account?

I recently gave a presentation where many questions were asked about STABLE accounts and when they might be the most appropriate savings/investment vehicle for the individual with a disability. This

by Aaron Gilliam

Retirement Income Planning

Special Needs/Disability Planning

July 17, 20180Comments

Should I Buy an Annuity?

by Barry Jamieson, CFP®, MA Some of you may have been on the receiving end of a sales pitch to buy an annuity. The proposition that annuities defer taxes and guarantees

by Aaron Gilliam

DDS Financial Insights

Special Needs/Disability Planning

May 14, 20180Comments

Creating a Letter of Intent

By Barry Jamieson, CFP®, MA There are many dimensions to a family’s special needs plan. Past articles in the Disability Insights series have focused on estate and financial planning topics; however,

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

Special Needs/Disability Planning

Tax Planning

January 17, 20180Comments

How the Tax Overhaul Bill Affects People with Disabilities

By Barry Jamieson. The tax overhaul bill passed at the end of 2017 ushered in major changes for all taxpayers including people with disabilities. Here are a few of the major

by Aaron Gilliam