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Mindy Cleaveland

|Tag: Mindy Cleaveland

Unique Planning Factors in the LGBTQ Community

Though the Defense of Marriage Act, which did not recognize same-sex marriages, was struck down five years ago, many challenges remain for those in the lesbian, gay, bisexual, transgender, and questioning (LGBTQ) community. These challenges create unique factors that must be considered when financial planning.

2019-08-08T04:44:33+00:00Good to Know|

Special Needs Trusts for Gifting and Inheritance

If you have a minor or adult child with special needs, financial concerns are likely top of mind. Often, family members or close friends want to help you by gifting to your child or leaving an inheritance to them. Though this generosity may be appreciated, there can be unintended side effects of gifting outright to someone who has special needs.

2019-08-23T14:31:36+00:00Good to Know|

Financial Planning for a Loved one with Special Needs

As a former in-home therapist of children with Autism Spectrum Disorder (ASD), I will always cherish the many heartwarming moments with the children, the challenges we worked together to overcome, and the families who welcomed me into their homes as though I always belonged.

2019-06-20T04:44:24+00:00Good to Know|

New Year, Fresh Start: Improving Your Financial Health in 2019

I heard an interesting quote recently, “May your troubles last as long as your New Year’s resolutions.” Let’s face it, most of us forget or abandon our January resolutions within days or weeks, if not sooner. Realistically, it is naive to think you can abruptly erase the habits of years past, inject more time into your days, or become a better version of yourself overnight.

2019-10-17T16:56:39+00:00Good to Know|