Erin Bui and Marc Ang discuss the basics of government funding for special needs, around Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI), Medicare and Medicaid. The deep love for a child will make a parent, family member, or a non-family loved one do anything, walk over broken glass, to provide the child they love with the best care they can … [Read more...] about Government Funding for Special Needs: Where It Starts (Social Security, Medicare, Medicaid)
Special Needs
Planning For Your Special Needs Loved One Starts Now
Erin Bui digs deep, sharing her family's concerns about her special needs uncle, who is on the autism spectrum. She then brainstorms ways to protect her uncle's future through special needs financial planning, which encompasses life insurance, special needs trust, disability insurance, long term care, and tax-advantaged investments. Control is what we all want in our lives: we … [Read more...] about Planning For Your Special Needs Loved One Starts Now
Time Flies: Kids Are Grown, “Empty Nest” Looms
Erin Bui chats about her parents and the concerns of a mature couple, at the stage in life where they're sending their children off to college, helping pay for college costs, and the important checklist of things to do as the empty nest looms. When you were young and just got married, you probably thought you had all the time in the world. You had children, secured stable … [Read more...] about Time Flies: Kids Are Grown, “Empty Nest” Looms
The Advanced Health Care Directive
We discuss the importance of having an Advanced Health Care Directive (aka Living Will) and the important choices you must make in this living document. The Advanced Health Care Directive, also known as a Living Will, is one of the most important documents in the estate planning process. What this document does is it specifies what should happen to you if you become sick or … [Read more...] about The Advanced Health Care Directive
Breaking The Cycle of Poverty: Start With Your Mindset
Marc Ang gives a pep talk about some financial basics, such as saving money, not spending more than you have and focusing on your financial goals; based on a real life example of a successful retiree, Carla. Having financial basics are key before you even think about insurance and investing and keeps you from being a slave to your finances. Why do some people rise up from poor … [Read more...] about Breaking The Cycle of Poverty: Start With Your Mindset