Special Needs Certified Financial Planning® Blog

September 30, 2024

Explore the impact of inheritance on SSDI benefits, tax implications, and how Special Needs Certified Financial Planners™ can safeguard your future.

September 24, 2024

Discover the EFMP's role in enhancing life for military families with special needs dependents, ensuring access to essential services.

September 13, 2024

Major shift for SSI: Donated food won't count as income starting Sept 30, 2024, simplifying benefit calculations.

September 6, 2024

Explore the fight for equal mental health care coverage.

August 26, 2024

Author:

Liz Yoder, CFP®

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ABLE Account Proposed Legislation

Explore the ENABLE Act's impact on ABLE accounts, ensuring financial security for the disabled through key proposed updates.

August 7, 2024

Explore why Special Needs Trusts are vital in securing futures for children with disabilities through effective estate planning.

July 15, 2024

Explore the SSDI 5-year rule's impact on work credits and benefit reinstatement for disabled individuals.

July 8, 2024

Explore the balance of SSDI benefits with part-time work and the safeguards like TWP for special needs individuals.

July 2, 2024

2024's ASNP conference shed light on evaluating pooled special needs trusts, highlighting their critical role and challenges.

June 19, 2024

Explore the essential role of respite care in supporting caregivers of loved ones with disabilities for their well-being.

June 10, 2024

Author:

Liz Yoder, CFP®

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Changes Coming to SSI

Discover key 2024 SSI changes: No more food cost counts and simplified rent calculations to maximize Social Security payments.

June 5, 2024

Explore tailored planning for children with special needs, ensuring financial security and supportive care for their futures.

May 31, 2024

2024 update: IRS boosts ABLE account limit to $18,000, allowing individuals with disabilities to save more without losing benefits.

May 24, 2024

Secure your special needs child's future with the right financial plan and trust. Ensure benefits eligibility and asset protection.

January 17, 2024

A few of my recent conversations with families included the idea that you can save too much. Is it possible? Learn more...

December 20, 2023

Learn about how upcoming minimum wage changes impact disability income and families with special needs children.

September 27, 2023

Here are some DOs and DON’Ts while saving in your own ABLE account and how to optimize it as an ABLE account beneficiary

September 7, 2023

Substantial Gainful Activity was a term defined by the Social Security Administration to define competitive work enough to justify not awarding cash benefits. Learn more.

June 18, 2023

Is insurance a financial plan for families with special needs? Learn why this isn't the whole story and may not be enough.

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