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Insights from the Experts

A cornerstone of financial confidence is financial literacy.  From learning about types of investment accounts, to saving for education, to creating an estate plan, and then learning what the tax consequences are of all those decisions! 


Financial literacy for women is especially needed as more women are in charge of their finances and starting businesses of their own than ever before. Read along with our experts as we shift the paradigm of how women view themselves and their ability to build wealth, and talk about leadership, mental health, family, and everything in between.

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Guest Post: What is a Special Needs Trust?

If a person with special needs has assets -- perhaps from a lawsuit award or settlement or from a gift or inheritance – those assets can disqualify the person from receiving essential public benefits like Medicaid and Supplemental Security Income (SSI). A special needs trust can allow the person with special needs – the trust’s beneficiary -- to remain eligible for needs-based public benefits while at the same time preserving the assets to enhance the beneficiary’s quality of life.

Special Needs Planning
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Guest Post: An Introduction to ABLE accounts

When Congress passed the Achieving a Better Life Experience (ABLE) Act in 2014, it was a game-changer for families with special needs. For the first time there was a tax-advantaged way to put money aside for dependents with disabilities without compromising their eligibility for government benefits. And, unlike a special needs trust, an ABLE account can be managed and controlled by the beneficiary.

College Planning Estate Planning Special Needs Planning
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