Special Needs Financial Planning
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Articles & News Reports

For Press inquiries please contact John Nadworny
or Cynthia Haddad at 781-893-0909.

Recent articles featuring contributions from John Nadworny and Cynthia Haddad:

Securing the Future for a Disabled Child by Sandra Block, USA Today, June 23, 2006. John Nadworny contributed to this report.

Financial Firms Focus On Parents of Disabled by Christopher Oster, The Wall Street Journal, August 26, 2004

Trust & Obey (Setting up a special needs trust for a disabled child requires attention to the letter and spirit of all the relevant laws and regulations) by Deborah L. Jacobs, Bloomberg Wealth, July/August 2004.

Serving Special Needs Kids (When a family hears the news that their child will be disabled for a lifetime, financial priorities change overnight) by Pamela Savage Forbat, Registered Representative, September 2001. A lengthy article with detailed information for families planning for the lifetime support of a special needs child.

Special Needs Trusts - Misunderstood, Underutilized by Dorothy Hinchcliff, Financial Advisor, January 2001

Clients with Special-Needs Children Require a Special Planning Effort by Leslie Rosenberg, Ticker, November 2000

Sheltering Loved Ones by Kimberly Lankford, The Boston Globe, November 1999

A Financial Plan for a Special Family by Priscilla Brandon. From the November 1998 issue of Kiplinger's Retirement Report. An interview about special needs financial planning with Cynthia R. Haddad.

A Plan for Parents of Disabled Children by Barbara Whitaker, The New York Times, October 1996. Cynthia Haddad and others explore the process and the options for Exceptional Parents.

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John W. Nadworny,  CFP®, ChFC - Cynthia R. Haddad, CFP®
Bay Financial Assoc. LLC - 130 Turner Street - Waltham MA 02454
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Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC. Financial planning services offered through Special Needs Financial Planning, LLC, a Registered Investment Advisor. The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the following states: CA, CT, FL, MA, ME, MT, NC, NH, NJ, NY, PA, RI, VA, VT, WA. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.