Rob Wrubel – Special Needs Planning
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Time for Action

Time for Action

By Rob Wrubel, CFP ® Startling changes coming from Washington DC are on track to happen in 2025. How these impact families with special-needs members, benefits for individuals with a…

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Think Like a Young Warren Buffett

Think Like a Young Warren Buffett

Think Like a Young Warren Buffett By Rob Wrubel, CFP® Bill Gates fortune came by starting a small software company called Microsoft. Sam Walton went into the grocery business. Another…

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Funding a Special-Needs Trust with a Survivor Benefit Plan

Funding a Special-Needs Trust with a Survivor Benefit Plan

Funding a Special-Needs Trust with a Survivor Benefit Plan By Rob Wrubel, CFP® An estimated 20 percent of military-connected children have special needs, according to the National Institutes of Health, and…

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ISM Relief for Food and Rent

ISM Relief for Food and Rent

By Rob Wrubel, CFP® I said it before and I’ll say it again as I am still in shock. The Federal government made something easier and better for families with…

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What’s Your Number?

What’s Your Number?

By Rob Wrubel, CFP® Do you have a dollar amount in mind that will bring you financial peace? A total number of your bank, investment, retirement accounts and other assets…

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Olympic Fever

Olympic Fever

By Rob Wrubel, CFP® The Olympics rarely left my TV screen during the first two weeks of August. The beach volleyball stadium with the Eiffel Tower in the background was…

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Acorns To Trees – Choose Accounts for Funding Trusts

Acorns To Trees – Choose Accounts for Funding Trusts

By Rob Wrubel, CFP® The squirrels in my back yard hunting for their stored food as Spring comes to Colorado. Every day I see them out there digging here and…

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Exciting Benefit Updates Are In the Works

Exciting Benefit Updates Are In the Works

Cheeseburger inflation is making me mad. If you know me, you know I love a good cheeseburger. Actually, I love almost any cheeseburger. Don’t tell my cardiologist and keep it…

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The Magic of Compound Interest

The Magic of Compound Interest

Fans of the Harry Potter book series know about Hermione’s beaded handbag that shows up in the final book. If you aren’t a Harry Potter reader, then maybe it’s time…

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Tips on stimulus payments

Tips on stimulus payments

CARE Act stimulus checks went out in April and families with special-needs members are asking questions about how to handle the funds. Last week, a mom called wondering what to…

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Taffy pulling

Taffy pulling

As a parent of three children, one of whom has Down syndrome, there are many times that I feel like a piece of taffy in a candy factory – pulled…

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Future planning – choosing between fear and courage
Special needs planning

Future planning – choosing between fear and courage

Last month, I spoke at the National Down Syndrome Society’s adult conference in Detroit to a room of parents with adult children with Down syndrome. Some families were still figuring…

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