Planning
Special Needs Trust: How to Build a Plan for Your Family
If you are considering a special needs trust, here’s what you need to know about them.
Jeff Vistica, CFP®, ChSNC®, AIF®
February 1, 2023
Planning
Financial Planner vs Retirement Planner vs Financial Advisor: Which One Do You Need?
Here’s some information that can help you understand which one is best for your situation and how to find a qualified planner or advisor.
Jeff Vistica, CFP®, ChSNC®, AIF®
January 27, 2023
Planning
6 Government Programs and Assistance for Parents of Children with Disabilities
Here’s a list of federal government programs. Take note though there may be additional benefits depending on your state.
Jeff Vistica, CFP®, ChSNC®, AIF®
January 25, 2023
Planning
Retirement Planning Guide for Families Raising a Child With A Disability
Planning for retirement as a parent of a child with special needs can be challenging. Read the article to learn more about it.
Jeff Vistica, CFP®, ChSNC®, AIF®
December 19, 2022
Planning
How to Manage the Finances of Raising a Special Needs Child
Dealing with the costs of raising a special needs child doesn’t come easy. Learn the steps to take to cope with the possible financial issues in this article.
Jeff Vistica, CFP®, ChSNC®, AIF®
November 17, 2022
Planning
A Support Guide for Parents of a Child with Special Needs
Learn how to take care of yourself to be a better parent to your special needs child.
Jeff Vistica, CFP®, ChSNC®, AIF®
October 11, 2022
Planning
Create a Financial Safety Net For Families with Special Needs
If you have a child with any kind of disability, you can’t rely on general data or averages. You need to plan for continuing care for your child after you’re no longer able to provide it. Here are some decisions you can make that will provide a financial safety net for your child.
Jeff Vistica, CFP®, ChSNC®, AIF®
September 9, 2022
Planning
A Different Approach to Year-End Planning
Every year, I encourage our clients to take stock of their financial situation. It’s especially important to focus on activities that are time sensitive. Here are some of the more significant ones.
Jeff Vistica, CFP®, ChSNC®, AIF®
September 2, 2021
Tax Tips
Tax Planning for Families with Special Needs
Those caring for loved ones with special needs should be aware of the tax advantages associated with FSAs, HSAs, and ABLE accounts.
Jeff Vistica, CFP®, ChSNC®, AIF®
June 7, 2021
Planning
Planning for a Lifetime
Here are some of the top issues you need to consider as parents of special needs children.
Jeff Vistica, CFP®, ChSNC®, AIF®
April 19, 2021
