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Tag

special needs planning

CMP Financial Planning
Special Needs/Disability 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 cmpfinancial
CMP Financial Planning
DDS Financial Insights
Special Needs/Disability 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 cmpfinancial
CMP Financial Planning
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 cmpfinancial
CMP Financial Planning
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 cmpfinancial
CMP Financial Planning
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 cmpfinancial
CMP Financial Planning
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 cmpfinancial
CMP Financial Planning
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 cmpfinancial
CMP Financial Planning
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 cmpfinancial

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