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Articles & News Reports

For Press inquiries please contact John Nadworny
or Cynthia Haddad at 781-756-1804.

 

Recent articles featuring contributions from John Nadworny and Cynthia Haddad:

Winchester Business Leaders: Cynthia Haddad, John Nadworny, Mark Shepherd The Winchester Star, July 25, 2011.

Journal of Financial Planning
The Parent Care Solution: How Planners Can Help Clients with Aging Parents by Jim Grote, Journal of Financial Planning, December 2008 [available by subscription]

ForbesAssociated Press
Financial Plans are Key for Special Needs Families by Eileen AJ Connelly, Forbes.com (Associated Press), October 1, 2008

Investment News: Aging America Creates Niche for Geriatric Care Managers
Aging America Creates Niche for Geriatric-Care Managers
by Darla Mercado, Investment News, September 8, 2008

Investment News: Alzheimer's Scourge Challenges Advisers
Alzheimer's Scourge Challenges Advisers
by Darla Mercado, Investment News, July 28, 2008.

Your Money Radio Interview with Cynthia Haddad and John Nadworny. Spring 2008.

Audio FileClick here to listen to the Your Money interview
(mp3: 4.3 MB)

New Book Helps Special Needs Financial Planning - Belmont Citizen-Herald, April 15 2008

Investment News: House May Take Up Proposal for Disabled
House May Take Up Proposal for Disabled
by Sue Asci, Investment News, February 4, 2008. Savings vehicle would establish tax-exempt accounts.

Kiplinger's Retirement Report: A Financial Plann for a Special Family
Ensure Future Care for a Disabled Child by Rachel L. Sheedy in Kiplinger's Retirement Report, July, 2007.

The 
Boston Globe
Why the Fernald Center Should Close by Mary Ellen Mayo and John Nadworny, The Boston Globe, May 31, 2007

USA Today: Securing the Future for a Disabled Child
Securing the Future for a Disabled Child by Sandra Block, USA Today, June 23, 2006. John Nadworny contributed to this report.

The Wall Street Journal: Financial Firms Focus on Parents of Disabled
Financial Firms Focus On Parents of Disabled by Christopher Oster, The Wall Street Journal, August 26, 2004

Trust & Obey (Setting up a special needs trust for a disabled child requires attention to the letter and spirit of all the relevant laws and regulations) by Deborah L. Jacobs, Bloomberg Wealth, July/August 2004.

Serving Special Needs Kids (When a family hears the news that their child will be disabled for a lifetime, financial priorities change overnight) by Pamela Savage Forbat, Registered Representative, September 2001. A lengthy article with detailed information for families planning for the lifetime support of a special needs child.

Financial Advisor Magazine: Special Needs Trusts
Special Needs Trusts - Misunderstood, Underutilized by Dorothy Hinchcliff, Financial Advisor, January 2001

Clients with Special-Needs Children Require a Special Planning Effort by Leslie Rosenberg, Ticker, November 2000

Boston Globe: Sheltering Loved Ones
Sheltering Loved Ones
by Kimberly Lankford, The Boston Globe, November 1999

Kiplinger's Retirement Report: A Financial Plann for a Special Family
A Financial Plan for a Special Family by Priscilla Brandon. From the November 1998 issue of Kiplinger's Retirement Report. An interview about special needs financial planning with Cynthia R. Haddad.

New York T imes: A Plan for Parents of Disabled Children
A Plan for Parents of Disabled Children by Barbara Whitaker, The New York Times, October 1996. Cynthia Haddad and others explore the process and the options for Exceptional Parents.