Special Needs Financial Planning Report
The Special Needs Planning Report is a monthly newsletter delivered by email to those who subscribe. Each issue contains articles of interest to families planning for the needs of members with special needs, as well as brief planning tips, current investment tools, news and a listing of upcoming workshops and presentations.
November 2011
Topics include: Massachusetts Sibling Support Network - MFOFC Family Leadership Series - AbilityPLUS Offers Adaptive Winter Sports - Looking for Speakers? - Upcoming Events - New Resources
October 2011
Topics include: The Unique Planning Requirements for Stage III (Child's Age 16 to 21) - Special Needs Planning Pointer: Consider Hiring an Independent Consultant - Upcoming Events - VIDEO: Financial Planning for Families (Childrens Hospital Boston) - Looking for Speakers?
July 2011
Topics include: The Unique Planning Requirements for Stage II (Child's Age 3 to 15) - Special Needs Planning Pointer: Your Changing Life Insurance Needs - Upcoming Events - New Links & Resources
April 2011
Topics include: A Review of Beneficiary Designations on Retirement Accounts - Special Needs Planning Pointer: Designate the Special Needs Trust as Beneficiary - A Request from Sage Crossing Foundation - The Sib Club is Back - Investment Planning Tools
March 2011
Special Needs Financial Planning is pleased to announce that John W. Nadworny, CFP® has been selected as a FIVE STAR™ Wealth Manager for 2011. John is a principal of Special Needs Financial Planning LLC with team members Cynthia R. Haddad, Jackie M. Lessing and Phil G. Mazzola. His selection was announced in the February 2011 issue of Boston Magazine. John has provided financial planning services, investment management services and insurance to individuals and corporations since 1986. He is the coauthor, with Cynthia R. Haddad, of "The Special Needs Planning Guide", (Brookes Publishing, 2007).
February 2011
Topics include: The Special Needs Trust - Special Needs Planning Pointer: Funding the Special Needs Trust - Five Star Planner Award Goes to John Nadworny - Housing Resources - New Groups Now Forming - Upcoming Events & Workshops - Investment Planning Tools
December 2010
Topics include: Sharing Your Financial Values with Family or Caregivers - Special Needs Planning Pointer: Sharing Your Letter of Intent with Family - 12 Tips for Helping People with Autism and Their Families Have a Happy Holiday - Your Annual Financial To-Do List - Housing Opeings for Adults with Special Needs - New Investment Planning Tools
November 2010
Topics include: The Importance of Communicating Your Financial Values or Standards - Special Needs Planning Pointer: Using a Letter of Intent to Express Your Values - Upcoming Event: Building a Home Conference - A Request from Autism Housing Pathways - Upcoming Events & Workshops
September 2010
Topics include: New Massachusetts Legislation and What It Means for You - Massachusetts Sibling Support Network - Eunice Kennedy Shriver Day - Book Review: "Managing a Special Needs Trust: A Guide for Trustees" - Upcoming Events & Workshops
August 2010
Topics include: Unique Planning Step for Stage 1: Birth to Age 3 - Special Needs Planning Pointer: Handling Gifts from Family and Friends - Upcoming Workshop on Supportive Living Arrangements
July 2010
Topics include: Guardianship & Less Restrictive Alternatives - Things to Know When Considering Guardianship - Book Review: "Legal Planning for Special Needs in Massachusets" - Upcoming Events - Looking for Speakers?
June 2010
Topics include: The Core Planning Points in the Five Factors of Special Needs Planning - Family & Support Factors - Emotional Factors - Financial Factors - Legal Factors - Government Benefit Factors - Special Needs Planning Pointer for Siblings
May 2010
Topics include: Planning is a Process, Not a Product - Basic Planning Process Step 6: Review & Monitor Your Plan - Importance of Staying Connected & Current - Exploring Residential Planning Options - A Sibling Connection for Brothers & Sisters - Special Needs Planning Demystified
April 2010
Topics include: Basic Planning Process Step 5: Implementing a Coordinated Plan of Action - Tax Tactics to Discuss with Your Tax Preparer - Tax Time Information Information - Rosa's Law - Arc of Massachusetts Event - Farm Days Program for Children with Autism
March 2010
Topics include: Basic Planning Process Step 4: Strategies to Fill the Gaps - A "Crummy" Situation - Several web site worth looking at - Events Calendar - A new investment tool: Outlook 2010 from LPL Financial
February 2010
Topics include: Basic Planning Process Step 3: Identify Any Shortfalls that Will Prevent You From Acheiving Your Goals - Finding Planning Gaps with the Five Factors™ - Roth IRA Conversions in 2010 - Balanced Living All Year (book review)
January 2010
Topics include: The Importance of Selecting the Experts for Your Team of Advisors - How to Find a Disability Law Attorney - Checklist for Interviewing a Financial Planner - Coping with the Emotional Pressures of Raising a Child with Disabilities
December 2009
Topics include: End of Year Planning Tips - Update Your Letter of Intent - Gifts from Grandparents - Charitable Giving - Great Gift Book Ideas
November 2009
Topics include: Preserving Wealth by Avoiding Unnecessary Taxation - A Note about Required Minimum Distributions for 2009 - Basic Planning Process: Determine Your Expenses - Importance of Getting Expert Advice on Residential and Vocational Placements
October 2009
Topics include: Simplifying the Planning Process - Basic Planning Process Step 2: Determine Your Resources - Person-Centered Planning
September 2009
Topics include: Families with Special Needs Face Additional Challenges - Basic Planning Process Step 1: First Prioritize Your Goals - Importance of Protecting Your Child's Eligibility for Government Programs
August 2009
Topics include: The Financial Planning Pressure Points - Are You All Set? 6 Questions to Ask Yourself
July 2009
Topics include: We Share a Common Bond with You - How to Have a Special Needs Planning Workshop or Seminar - Traditional Planning Differs from Special Needs Planning