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Below you’ll find a selection of informational blog posts about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
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Special Needs News | October 2025
Autumn brings a season of reflection and planning, an ideal time to share valuable educational resources with your clients and referrals.
Special Needs News | September 2025
Special Needs News | September 2025ABLE Accounts: Big Changes Coming in 2025-2027 With new changes from the One Big Beautiful Bill Act and the ABLE Age Adjustment Act taking effect over the next few years, ABLE accounts are poised to become even more powerful tools...
Special Needs News | August 2025
Special Needs News | August 2025How to Get an Expedited Reinstatement of Your SSDI Benefits Since not all disabilities are permanent, some people are able to return to work and no longer need SSDI. But what happens if a person's disability returns or worsens and,...
Special Needs News | July 2025
Special Needs News | July 2025The Benefits of Establishing a Special Needs Trust Early One of the most powerful tools available to help secure a stable financial future for a child with special needs is a special needs trust (SNT). Setting up an SNT early in a child's...
Special Needs News | June 2025
Special Needs News | June 2025Grant Funding for Children With Special Needs For parents of a child with disabilities, government agencies have programs designed to help with health care and general expenses. As helpful as these programs can be, in many cases more...
Special Needs News | May 2025
Special Needs News | May 2025A Vocational Training Program for Students With Disabilities Many parents are unaware of a half-billion-dollar federal program providing funding to states that is supposed to help students with disabilities enter the workforce when they...
Special Needs News | April 2025
Special Needs News | April 2025 Lawsuit Threatens Section 504 of the Rehabilitation Act In September 2024, 17 states filed a lawsuit, Texas v. Becerra, against the United States arguing that Section 504 of the Rehabilitation Act of 1973 is unconstitutional. How...
Special Needs News | March 2025
Special Needs News | March 2025How to Report Income for SSI Benefits Because Supplemental Security Income (SSI) eligibility and benefit amounts depend on financial need, recipients must report all sources of income to the SSA.Social Security Simplifies Online SSI...
Special Needs News | February 2025
Special Needs News | February 2025Special Needs Registries for Individuals With Disabilities Some behavioral traits caused by a person's medical condition can be interpreted as combative by law enforcement officers. For this reason, registries for individuals with...
Special Needs News | January 2025
Special Needs News | January 2025A Comparison of Special Needs Trusts and ABLE Accounts Every family has different needs and circumstances when assessing whether a special needs trust or ABLE account is the better option for their loved one with disabilities.Estate...









