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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 | February 2026
Special Needs News | February 2026Two Common Special Needs Trust Mistakes Families Make Even a well-intentioned special needs trust trustee or other caring family members can make mistakes that may put a person with a disability at risk of losing public benefits such...
Special Needs News | January 2026
Special Needs News | January 2026ABLE Accounts Will Be Available for More People in 2026 Starting January 1, 2026, the maximum age of disability onset for ABLE account eligibility will increase from 26 to 46 due to the ABLE Age Adjustment Act.Dyslexia Screenings in...
Special Needs News | December 2025
Special Needs News | December 20255 Downsides to ABLE Accounts You Should Know About ABLE accounts are tax-advantaged savings accounts that people with disabilities can use to cover qualified disability-related expenses.The Effects of Private Equity Firms on...
Special Needs News | November 2025
Special Needs News | November 20252.8 Percent Increase in 2026 for SSI and SSDI Recipients A slight raise in benefits payments is coming in 2026 for Americans who rely on Social Security disability benefits programs such as Supplemental Security Income (SSI) and...
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...








