Samantha L. Shepherd’s Post

Are you or a loved one facing the challenges of long-term financial planning with a disability? Tune in as we we break down the complexities of the Registered Disability Savings Plan (RDSP) - a powerful savings tool to help Canadians with disabilities secure their financial future through significant government supported grants and bonds, tax-deferred growth, and the ability for multiple family members to contribute. #FinancialAdvisor #RDSP #DisabilitySavings #FinancialPlanning #DisabilityTaxCredit #RetirementPlanning

Ep 101 with Lawrence Greenberg, CFA on the Registered Disabilty Savings Plan (RDSP). Learn about this powerful savings account, the government grants, who is eligible, and more. Enjoy. #wealthmanagement #planning

Are you or a loved one facing the challenges of long-term financial planning with a disability? Tune in as we we break down the complexities of the Registered Disability Savings Plan (RDSP) - a powerful savings tool to help Canadians with disabilities secure their financial future through significant government supported grants and bonds, tax-deferred growth, and the ability for multiple family members to contribute. #FinancialAdvisor #RDSP #DisabilitySavings #FinancialPlanning #DisabilityTaxCredit #RetirementPlanning

You may know about the benefits of special needs trusts for your loved ones with disabilities, but here is another option that you may not be familiar with. Did you know that ABLE accounts have a huge impact on government benefits and entitlement programs for individuals with disabilities? These tax-advantaged savings accounts allow people with disabilities to save money without risking their benefits. Call us at 434-465-2264 to learn more about the positive impact of ABLE accounts and how they could fit into your overall financial plan! www.arcuriassociates.com #disabilityawareness #ABLEaccounts #governmentbenefits

It's no secret that financial planning looks different for those with disabilities. For Disability Independence Day, here are a few tips on how you can best navigate the financial challenges disabilities may bring: 1. Take advantage of state, federal, and even employer benefits. 2. Budget for necessary care expenses. 3. Build your team. Family, friends, and even a financial planner can help you stay on track with your life and financial goals. If you need a team, consider adding a qualified SAFE advisor to your team of advocates. https://lnkd.in/eearUuy3 #SAFEFinancialServices #Sacramento #local #creditunion #disabilityday

Explore how ABLE and 529 accounts can ease the financial stresses of raising a child with disabilities with Winnie Sun. Eligibility for tax-advantaged savings and more.

Explore how ABLE and 529 accounts can ease the financial stresses of raising a child with disabilities with Winnie Sun. Eligibility for tax-advantaged savings and more.

Fact: Not everyone with a disability qualifies for or receives government assistance. Eligibility criteria, application processes, and program availability can limit access to necessary financial support. Circle of Care is dedicated to empowering individuals with disabilities by providing comprehensive support to help them maximize their benefits and maintain their eligibility for vital programs. By offering personalized guidance and advocacy, we ensure that each person receives the full range of benefits they qualify for, from financial aid to specialized services. Our approach focuses on understanding individual needs, navigating complex systems, and addressing any barriers that might arise, all with the goal of enhancing the quality of life and promoting greater independence for those we serve. #CanadaCaregiverCredit #ChildDisabilityBenefit #DisabilityTaxCredit #CanadaPensionPlanDisability #OntarioDisabilitySupportProgram

Explore how ABLE and 529 accounts can ease the financial stresses of raising a child with disabilities with Winnie Sun. Eligibility for tax-advantaged savings and more.

Explore how ABLE and 529 accounts can ease the financial stresses of raising a child with disabilities with Winnie Sun. Eligibility for tax-advantaged savings and more.