Disability advocate, Lifetime learner, CFP Professional, on a mission to empower individuals with disabilities to take control of their financial lives.
Joined September 2014
- Tweets 204
- Following 106
- Followers 40
- Likes 82
8 Photos and videos
29 Sep 2024
I have been to the @CFPBoard’s diversity summits. This year, the education symposium and diversity summit have been combined. I worried about the dilution of the diversity message, but they’ve been clear their commitment is present throughout this conference.
#cfpconnections2024
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29 Sep 2024
I’m listening and trying to understand how others are finding this conference compared to the prior summits. Is it possible to miss that core diversity initiative by avoiding the more obvious breakout choices?
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29 Sep 2024
Some financial planning clients look for validation, others to delegate. All expect their advisors to find the best fit for their individual need.
How are we building the client experience where they are in control of building their own plan?
#cfpconnections2024 #cfppro
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22 Feb 2023
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22 Feb 2023
When we say that we are going to life up this community… that it will have a meaningful place at the table, we mean that - Wes Moore #DDDay2023
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22 Feb 2023
I feel silly to be emotional seeing both Lt. Gov. Miller and Gov. Moore walk into our day at the legislature. So rare to see leadership show up for our community. #DDDay2023
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22 Feb 2023
Lt. Miller is one of us, having family with IDD. The future is bright for our advocacy.
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22 Feb 2023
The ABLE act continues to be one of the proudest pieces of legislation that MD legislators have worked on #DDDay2023
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18 Jan 2023
Kudos to @parentsplace_MD for have so many bi-lingual Spanish-English resources. I do not find many support systems that have dedicated their time and money to educating non-English speakers, myself included, and it is a huge benefit to your community.
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5 Jan 2023
Interested in #government and #history? Get into #financialplanning Nerd out with me as I read through #HR2617 #SecureAct2 and look for the nuggets that impact my #disabled clients. Continue on through the #POMS if you're really in love with #policy.
#CFP #disabilityadvocacy
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2 Jan 2023
My New Year's day was eventful with a discovery of a burst pipe in our laundry room. Use the New Year to review your insurance coverages! Need help? Make a plan wish a financial planner!
#homeinsruance #NewYear2023 #CFP
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2 Jan 2023
I enjoy these little snapshots of time, even though comparisons are pretty meaningless if you don't look at other metrics. Here's how much money it takes to be considered middle class in 20 major U.S. cities cnb.cx/3WEU6FL
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9 Dec 2022
As a reminder to employers of people with disabilities: An ABLE account cannot be used to discount income from Social Security or Medicaid. It can only currently be used to protect assets. ABLE does nothing for income. #2022ipi
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9 Dec 2022
Things that do reduce income from #disabilityincome and #Medicaid? Full-time Student Income Exclusion, Income Related Work Expenses (including basically any business expense for #selfemployed individuals), and SS Work Subsidies.
#SSA #SSDI #DAC #disabilityemployment #SSI #IRWE
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9 Dec 2022
There are other ways to legally pay people through the benefit structure within the company. Look at your state’s treatment of retirement accounts when people are enrolled in the #workerswithdisabilities programs. Don’t know where to look to find out more? @PlanningAcross
9 Dec 2022
Nonprofits remind us to build in automation but turn it off when desired, especially when the focus of the business is employment #2022ipi
9 Dec 2022
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