Broker Check


Special Needs Planning Newsletter

November 2023

Courtesy of
Belvedere Wealth Partners


SSI and SSDI Recipients to Receive Boost in 2024 Payouts and other COLA increases

The announcement about the cost-of-living adjustment (COLA) for 2024 is now out, and it's good news for disability benefits recipients.

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What is a 504 Plan?

Some students need a tailored educational plan to make the most of their time in school. A 504 plan may be the best way for parents and guardians to support their child’s academic career and maximize their success.

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Is Bipolar Disorder a Disability According to the SSA?

Individuals with certain disabilities may be able to secure disability benefits through the Social Security Administration (SSA). If you or a loved one have bipolar disorder, you may wonder whether the SSA considers bipolar disorder a disability.

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Respite Care for Caregivers of Loved Ones With Disabilities

Serving as a caregiver is a noble but draining job. Accessing respite services can help ease the burden.

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The opinions voiced in this article are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies may be suitable for you, consult the appropriate qualified professional prior to making a decision. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.