Resources
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Below you’ll find a selection of informational blog posts about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
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What You Need to Know About Applying for SSDI or SSI
Applying for disability benefits through SSDI or SSI can be daunting. Here's a brief overview of the process. READ MORE
Consequences of Not Using a Medicare Set-Aside Account
Failing to establish a Medicare Set-Aside Account can have significant consequences for Medicare eligibility.READ MORE
Loans and Grants for Wheelchair Vans and Vehicle Adaptations
Purchasing a vehicle can be expensive. However, grants and other resources can help meet diverse needs, including for those who need an accessible vehicle of their own. READ MORE
Responsibilities of a Special Needs Trust Trustee
Trustees of special needs trusts have many important responsibilities, but these six likely rank at the top of any trustee's list.READ MORE
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