EDUCATION
“AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST.” – BENJAMIN FRANKLIN
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Policy Spotlight: A Look at the “One, Big, Beautiful Bill” (OBBBA)
On July 4, 2025, President Trump signed into law what he called the “One Big, Beautiful Bill” (OBBBA)—a sweeping piece of tax legislation that makes […]
Why the CFP® Designation Matters
Earlier this year, I found myself refreshing a webpage with shaky hands and a pounding heart. After months of studying, late nights, and more flashcards […]
Shared Living Arrangements for Individuals with Disabilities
College Isn’t One-Size-Fits-All: Planning for Students with Special Needs
There’s a moment, somewhere between the campus tours and the college acceptance letters, when it hits you: this isn’t going to be a typical transition. […]
Navigating the Transition to Adulthood: A Primer for Parents of Children with Special Needs
Some moments in parenting feel like turning points—milestones that shift your role and open new chapters in your child’s life. If you’re a parent of […]
Navigating Adult Guardianship for Individuals with Disabilities in Wisconsin
Planning for the future of a loved one with disabilities is an emotional and complex journey. As a parent, caregiver, or advocate, you want to […]
Choosing a Trustee for a Special Needs Trust: What You Need to Know
Planning for the future of a loved one with disabilities is one of the most important financial and legal decisions you can make. A Special […]
New Year, New Business: Key Financial Numbers to Know for 2025
The start of a new year brings fresh opportunities to reassess your financial goals and align them with the latest updates in contribution limits, tax […]
Navigating Healthcare Costs in Retirement: A Guide to Planning and Saving
Guide to ABLE Accounts: Finding Financial Security for Our Children with Disabilities
As a mother of a child with disabilities, I understand firsthand the financial challenges we face. Between medical expenses, therapies, specialized equipment, and the day-to-day […]
Voting Rights for People with Disabilities: Ensuring Every Voice is Heard
At Four Leaf Financial Planning, we believe everyone’s voice matters, and voting is one of the most important ways to make yours heard. Yet, for […]
Should You Consider a Roth Conversion Before the Expiration of the TCJA?
Administering a Special Needs Trust Handbook – 2024
529 ABLE Accounts 2024 Contribution Limits
Planning for a Child and Adult with Special Needs
ABLE, Special Needs, Pooled Trust Comparison Chart
A Truly Wonderful Special Needs Resource
My focus is the financial and planning aspects of a special needs loved one, but I want to share this resource because it was so […]
