Ep 99: Financial Planning for Families with Special Needs

In today's episode, we are going to address a topic that I don't feel is addressed very much but affects many families in the United States and around the world. 

You may have this need in your family, as well. 

What we're talking about today is special needs planning. If you have someone in your life, whether that might be a relative close to you or a child of your own that has special needs, today's episode is something for you to consider. 

We'll be talking about what to do from an investment standpoint in income planning, tax planning, and general financial planning. 

As always, these are concepts and educational tools, and resources for you to begin the conversation. Now, if you know anyone who can benefit from this episode, please share, we would love for our podcast audience to continue to listen and grow from the education. 

Resources Mentioned:

Southside Services - https://southsideservices.org/
Pacer -  https://www.pacer.org/
American College of Planning - https://americancollegeplanningservice.com/

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:

Facebook
LinkedIn
YouTube channel

Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.