Special Needs Financial Planning

08/01/2024

Does your family have a succession plan for your child with special needs? Check out this quick read on how to get started and suggestions.

Does your family have a succession plan? But for families with loved ones with developmental disabilities, it is a critical question to ask … and answer.

10/04/2023

FIVE Financial Moves for Fall

FIVE financial moves to review this fall include taking a look at your benefits, 401K, gifting, year-end planning and your homeowner's insurance.

09/05/2023

Three cheers 🎆🎉🙌 for the Polka-Dotted Penguin, a book about celebrating differences, inclusion and kindness by Dr. Amy Moy. Congratulations to Amy, Erick and #1 fan, Evie!

08/16/2023

We are very excited to join the talented folks at Sequoia Financial Group!

https://hubs.ly/Q01_5W9R0

06/22/2023

Today in NYC, our very own Alex Nadworny Dunn is rubbing elbows with industry experts and the 39 other honorees of the Investment News 40 Under 40 Awards. We're proud of Alex's honor and her attendance at the Investment News 40 under 40 conference; brother Ben was there to cheer her on! Congratulations, Alex! 🎉👏

06/15/2023

Cheers for Alex Nadworny!

Alex Nadworny has been selected for the InvestmentNews 40 Under 40 for 2023, the future leaders of the industry.

06/07/2023

Tips for Planning a Family Vacation With a Person with a Disability

Vacation is a time to change things up and recharge. These preparation tips can make a difference in everyone’s enjoyment and relaxation level. 

05/12/2023

AANE Webinar: Financial Planning for Autistic Individuals and Their Families
May 23 @ 6:30 pm - 8:00 pm, $25
Affinia's own Cindy Haddad will be speaking!

Register now and watch this webinar live or later on demand. See below for details. DESCRIPTION: This webinar helps autistic adults and families of

04/27/2023

Barbie introduces its first doll with Down Syndrome in new Fashionistas lineup! Check it out!

“Our goal is to enable all children to see themselves in Barbie."