Adults

Financial & Long-term planning for special needs futures (Part 5)

Mary Anne Ehlert, CFP discusses in depth what it means to Retiring for 3, how to fund it and how to prepare financially for retirement when you have a child with special needs. It’s a family affair. Saving for the long term, understanding all the opportunities and pitfalls, and knowing how family coordinated plans are key to our success is not often discussed. Understand the questions to ask, the numbers to crunch, and the ways we need to work together in our planning to be successful.

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