Special Needs Planning

iThrive Ideas™ (ABLE Savings Plan)

ABLE Act 101: A New Way To Support Disabled Individuals

We all know a little something about putting money away in the present to save for the future. We fund our retirement with IRAs and take advantage of the tax-friendly investing options. We start contributing to 529 College Saving Plans for our children in order to send them to school later in life.

Common Financial Planning Mistakes Special Needs Families Should Avoid

We are experiencing an increase in the number of individuals struggling with a variety of disabilities requiring special needs care. Autism is a common disability we are hearing more about. According to the National Institute of Neurological Disorders and Stroke, 1 out of 88 children, age 8, suffer from autism. Males are also four times more likely to have autism.

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Thrive Wealth Management, LLC works as your personal financial advisor or financial planner, offering you a wide range of services such as investment management, retirement planning, insurances, succesion, retirement, tax, small business and many more. We proudly serve clients from King of Prussia and Valley Forge PA, as well as the surrounding communities.

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