EDUCATION
“AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST.” – BENJAMIN FRANKLIN
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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 […]
