Creating Financial Security: Financial Planning in Support of a Relative with a Disability
Author:
Topic: Asset building and saving, Consumer protection
Publisher: Partners for Planning
Location: Canada
Format: Guide
Content Type: Tools
Publication Date: April 6, 2021
Topic: Asset building and saving, Consumer protection
Publisher: Partners for Planning
Location: Canada
Format: Guide
Content Type: Tools
Publication Date: April 6, 2021
This handbook covers the following topics:
- An understanding of why financial planning is important and how to align your financial objectives with your life goals and values.
- An overview of common financial planning components and tools available to individuals with a disability (including the ODSP, RDSP, DTC, and more).
- Common financial planning strategies for young, middle-aged and older families.
- Tips for finding a good financial advisor.
- Common pitfalls people make when it comes to planning for a loved one with a disability, and how to avoid them.
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