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Posts Tagged ‘SSDI’

SPECIAL NEEDS FINANCIAL PLAN

By Marianne Martini Nolte, CFP® | May 11, 2021
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Special needs planning is a delicate balancing act. Setting aside enough money to properly support a special needs beneficiary through their lifetime can disqualify them from the often much-needed government benefits SSI and Medicaid.

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SPECIAL NEEDS PLANNING

By Marianne Martini Nolte, CFP® | July 2, 2020
Special Needs Planning

Family members will need to plan and prepare for the various stages of life of a special needs individual.

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Marianne Martini Nolte, CFP®

Email: info@imaginefinancialservices.com

Phone: 760-472-5155

Recent Articles

  • Money Diary for Financial Independence
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Imagine Financial Services

Fallbrook, CA 92028

760-472-5155

mnolte@imaginefinancialservices.com

Recent Articles

  • Money Diary for Financial Independence
  • Financial Tips for Travel
  • I Bonds for Lazy Money
  • Medicare Information & FAQ
  • SINGLE PARENT MONEY GUIDE

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