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Financial Planning for Disabilities and Special Needs: What to Know

Learn about housing, special needs trusts, legal implications, and more.

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Cindy Haddad: Financial Planning for People With Disabilities

The author and financial planner discusses the ins and outs of planning for people with special needs, including guardianships, the role of trusts, and housing.

Long viewUnited statesLeo sarkissianCynthia haddadJeff ptakJohn nadwornyGeorge castadyChristine benzAlex nadwornyKari greczekJohnny smithCindy haddadSusan nadwornySally smithSusie smithJohn nadwordy

Sequoia Financial Group to Add Special Needs Expertise with Affinia

Sequoia Financial acquires special needs niche, WEG announces 10th acquisition of the year, Kestra added $1.6B in Q2, and more.

United statesBlue bellAron krugerPeter nesvoldTom haughtAmeritrade schwabTony mazzaliJeff schulteDavid sanfordJean luc dupontJoellen meckleyJohn nadwornyJim hilesCynthia haddadRob rickeyAffinia financial group

Sequoia Financial Group acquiring special needs focused wealth manager Affinia

Sequoia Financial Group is acquiring Affinia Financial Group, a Cleveland wealth manager dedicated to special needs financial planning.

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Personal finance advice: My boyfriend s rich family gives extremely lavish christmas gifts

Spa days, pricey tech toys, cars!

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