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Special Needs Planning: Caretaker’s Retirement

Planning for your retirement presents unique challenges when the care of a person with special needs is also involved.


Some find planning for their own retirement difficult. The financial planning landscape and the choices that must be made become more difficult when a person with special needs is involved. Your situation may require a delay in retirement, a change in where you retire, and/or a change in your monthly retirement budget.

Factors to consider include expected portfolio growth potential, inflation, Social Security filing options, pension options, and portfolio withdrawals. You should also review your beneficiary selections, estate plans, housing options, and any ongoing services that may be needed.

We are here to help you navigate through the complex landscape and the difficult choices that lay before you. Our financial planning process allows you to see the potential future impacts any of these variables may have on your retirement.


Click on the link below to learn more about the previous critical life event.

Age 22 & Beyond

Click on the link below to learn more about the next critical life event.

Caretaker’s Death



Questions about Special Needs Planning? Contact us.

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08/19