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Avoid Caregiver Financial Burnout
Special needs caregiving is often described as an act of love and it is but that doesn’t mean it comes without a cost. For many families, that cost is not just emotional or physical, but deeply financial. Over time, the pressure can...
Read MoreABLE Accounts: Their Role in Special Needs Planning with John Gallia CFP®, ChSNC®
In this episode of Forever Home for Our Kids with Disabilities, John and Valerie discuss the importance of starting financial planning early, navigating government benefits, and the differences between ABLE accounts and special needs...
Read MoreTrust Matters: Setting Up a Special Needs Trust for Your Child’s Future with John Gallia CFP®, ChSNC
In this episode of ‘Forever Home for Our Kids with Disabilities’, Valerie Arbeau is joined for the second time by John Gallia for a powerful and practical conversation about special needs trusts and how families can begin planning NOW...
Read MoreNavigating the Financial Steps to Your Child’s Forever Home with John Gallia CFP®, ChSNC®
John sat down with Valerie on the podcast Forever Home for our kids with disabilities, where they dove into the vital first steps every parent should take when thinking about a "forever home" for their child with disabilities. If...
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Markets in Motion: What’s Driving Investor Sentiment?
Welcome to another edition of our Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell! Markets have had their fair share of ups and downs lately, with the S&P 500 briefly dipping into correction territory...
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