077 – ABLE Accounts and Financial Makeovers

 

In this episode, KT discusses: 

  • Interested in a Money Makeover? Fill out the form here:
    https://ktsmoneymatters.com/contact/
    Remember you can remain anonymous, but your story will be broadcast 
  • Special Needs Trust vs. ABLE Accounts 

 

Key Takeaways: 

  • Both Special Needs Trusts and Able Accounts have distinct advantages 
  • ABLE Accounts are more cost-effective, good for care expenses 
  • Special Needs Trust are a good long-term solution 

Resources: 

Quote: 

“All parents know if you have a child with a disability it is tricky and it’s expensive. It’s really important to understand there are great tools available.”  – KT

 

Click here to reach KT 

See KT’s interview on C-Suite Network’s Best Seller TV 

Connect with KT Thomas: http://ktsmoneymatters.com/ 

Purchase KT’s book- The Hardworking Woman’s Guide to Money 

 

About the author, Kathleen

Kathleen Thomas, who often goes by KT, has over 25 years of experience in the financial services industry and understands the need for women to take control of their financial lives.

A Certified Investment Management Analyst, Chartered Life Underwriter, and Certified Financial Planner™ practitioner, Thomas earned her degrees in Finance and Political Science from Salem College.

Prior to founding NewDay Solutions, an independent Registered Advisor Firm, Thomas spent 20 years as a private wealth advisor for Ameriprise Financial Services. Many of her earliest clients continue to work with her.

Thomas is an avid long-distance runner and triathlon participant. She has completed the Boston Marathon seven times and the Ironman Distance Triathlon three times. She has volunteered as coach and mentor for Girls on the Run New Hampshire and Team in Training.

Raised in Newton, Massachusetts, Thomas now lives in Seabrook, New Hampshire, with her husband, John. They have one daughter.

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