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:

The Parent Care Solution: How Planners Can Help Clients with Aging Parents by Jim Grote, Journal of Financial Planning, December 2008 [available by subscription]

Financial Plans are Key for Special Needs Families by Eileen AJ Connelly, Forbes.com (Associated Press), October 1, 2008

Aging America Creates Niche for Geriatric-Care Managers by Darla Mercado, Investment News, September 8, 2008

Alzheimer's Scourge Challenges Advisers by Darla Mercado, Investment News, July 28, 2008.

New Book Helps Special Needs Financial Planning - Belmont Citizen-Herald, April 15 2008

House May Take Up Proposal for Disabled by Sue Asci, Investment News, February 4, 2008. Savings vehicle would establish tax-exempt accounts.

Ensure Future Care for a Disabled Child by Rachel L. Sheedy in Kiplinger's Retirement Report, July, 2007.

Why the Fernald Center Should Close by Mary Ellen Mayo and John Nadworny, The Boston Globe, May 31, 2007

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.