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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. ....

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Cindy Haddad: Financial Planning for People with Disabilities

Our guest on the podcast today is Cynthia Haddad, an expert on financial planning for people with disabilities and their families. Cindy co-founded Affinia… ....

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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. ....

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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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