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Recent Posts
Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Why A Financial Plan Is So Important For Addressing The Possibility Of Disability

September 22, 2022

Many people recognize that big factors in their life, such as what they want to achieve with estate planning, and their own retirement goals will influence their financial plan. But it can be a big mistake to neglect the possibility of disability. One in four US adults already lives with a disability.

This presents unique financial considerations that should all be incorporated into your financial plan. One study recently completed by fidelity identified that over half of caregivers of those loved ones who had disabilities did not have any time to prepare before assuming that responsibility. This can be overwhelming for the person with a disability who may not be able to handle all of these tasks on their own, as well as family members who may have never navigated this themselves either.

Understanding what government benefits are available, and creating a safety net in terms of current and future expenses, is very important.

One of the most important steps for supporting someone who has sustained a serious disability that makes them unable to work is to pursue Supplemental Security Income or Social Security Disability Insurance. Explore any government benefits that may be available at the city, county, state and federal level, such as health care support assistance for ongoing or chronic care needs, legal services and more. To incorporate the possibility of disability into your financial plan, contact our experienced team today.


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more