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…
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…
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…
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…
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…
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…
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…
“Fly me to the moon, let me play among the stars.” Frank Sinatra sung that great song in August of 1964 when the space program and dreams of setting foot on…
When I was younger, I loved reading the stories of the Greek gods. The gods had a majesty to them. They could go anywhere, change shape and wield great power.…
A client was in the office recently and as we reviewed her retirement plan, she made one comment that stood out. She said, “My family always told me I’d never…
Puzzles. Symphonies. Synchronized swim events. The car you drive. What do these have in common? They are made up of many pieces, each of them requiring mastery, that blend together…
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…