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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Complete pictures help solve puzzles
Puzzle pieces

Complete pictures help solve puzzles

My family and I spent some time working on puzzles over winter break. We had time, it was cold outside and needed something to do. Have you ever tried putting…

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My child owns a condo…

A safe and permanent home is right at the top of the list of wishes most parents have for their family member with special needs. We give that to our…

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Starting to design – your DreamList

“Starting to Design” is the second Building Block in my Blueprints series of workshops and the second chapter of my book, Financial Freedom for Special Needs Families. This Building Block…

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A $250,000 Mistake
special needs planning mistakes

A $250,000 Mistake

Why would any investor seek to gain 7% on their portfolio only to have 25% of their investments go to waste? Similar scenarios play out in my office on a…

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Starting to design? – This list is for you!
Special needs planning checklist

Starting to design? – This list is for you!

Last month, I hosted a workshop focused on the second and third steps of my Blueprints process of financial planning for families with a special needs member. “Starting to Design”…

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Communicate Your Planning

TV shows and movies look to enhance drama in every scene and a favorite device to create tense emotions when someone dies is the reading of the will. These scenes…

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