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Sequoia Financial Group – Affinia Financial Group Media Coverage

August 2023

Articles featuring quotations and contributions from John Nadworny, Cynthia Haddad and Alex Nadworny.

  • wall-street-journal-logo
    These Self-Care Strategies Can Help Caregivers Cope With Burnout

    December 30, 2021

  • exceptional-parent-logo
    Financial Planning for Life's Pressure Points

    November 2021

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    I want to retire in two years, my wife and I have $3 million saved but we're worried about our son with special needs - what can we do?

    November 17, 2021

  • barrons-logo
    Retirement Planning? Don’t Forget to Review Plans for Special Needs Children.

    October 25, 2021

  • usnews-logo
    Financial Gift Ideas for Children and Grandchildren

    December 4, 2020

  • usnews-logo
    What is an ABLE Account?

    July 31, 2020

  • advisors-magazine-logo
    Beyond Advisors: Meet Three Advocates for Special Needs Planning.

    July 2020

  • barrons-logo
    Their Child Has Special Needs. Here’s How They’re Planning for a Lifetime of Assistance.

    December 2, 2019

  • fox-business-logo
    Financial Planning when a Family Member has Special Needs.

    May 5, 2019

  • considerable_logo
    Planning for your adult child's care, when she'll never be able to care for herself.

    April 17, 2019

  • new-york-times-logo
    How to Plan Finances to Raise a Special-Needs Child.

    December 21, 2018

  • marketwatch-logo
    How to Plan Your Retirement When You Have Children with Special Needs.

    December 15, 2018

  • advisornews_logo
    Special Needs Planning Corner

    A monthly column in Advisor News.  September 20, 2018, October 26, 2018, November 15, 2018

  • investmentnews-logo
    Tips on Special Needs Planning

    September 25, 2018

  • financial-planning-logo
    What Advisors Should Know About Clients with Special Needs

    August 7, 2018

  • fidelity-inside-out-logo
    Saving For A Loved One with A Disability

    January 30, 2018

  • investmentnews-logo
    A Special Need for Financial Advice

    September 16, 2017

  • Forbes-logo
    Ways to Provide for Your Disabled Child's Future

    July 21, 2017

  • thestreet-logo
    What Happens to my Special Needs Child After I Die?

    October 3, 2016

  • baystateparent_logo
    The ABLE Account: Planning Ahead for Families

    June 23, 2016

  • cnbc-logo
    Special-needs trust is key part of some estate plans

    June 1, 2016

  • new-york-times-logo
    Tips for the Future Care of Disabled Family Members

    March 27, 2015

  • boston-globe-logo
    A disabilities act, long in planning, is finally law

    by Joan Vennoci - January 2, 2015

  • cnn-money-logo
    Paying for Finn: a special needs child

    May 2013

  • investmentnews-logo
    Aging America Creates Niche for Geriatric-Care Managers

    by Darla Mercado - September 8, 2008

  • investmentnews-logo
    Alzheimer's Scourge Challenges Advisers

    by Darla Mercado - July 28, 2008

  • investmentnews-logo
    House May Take Up Proposal for Disabled

    Savings vehicle would establish tax-exempt accounts, by Sue Asci - February 4, 2008

  • boston-globe-logo
    Why the Fernald Center Should Close

    by Mary Ellen Mayo and John Nadworny - May 31, 2007

  • boston-globe-logo
    Sheltering Loved Ones

    by Kimberly Lankford - November 1999


  • new-york-times-logo
    A Plan for Parents of Disabled Children

    by Barbara Whitaker, Cynthia Haddad and others explore the process and the options for Exceptional Parents. - October 1996

  • wall-street-journal-logo
    Financial Firms Focus On Parents of Disabled

    by Christopher Oster - August 26, 2004

  • usa-today-logo
    Securing the Future for a Disabled Child

    by Sandra Block, USA Today.   John Nadworny contributed to this report. - June 23, 2006.

  • Forbes-logo
    Financial Plans are Key for Special Needs Families

    by Eileen AJ Connelly - October 1, 2008

  • journal-of-financial-planning-vector-logo
    The Parent Care Solution: How Planners Can Help Clients with Aging Parents

    by Jim Grote - December 2008

  • fanews-logo
    Special Needs Trusts - Misunderstood, Underutilized

    by Dorothy Hinchcliff - January 2001

  • kipplingers-retirement-report-logo
    A Financial Plan for a Special Family

    by Priscilla Brandon. An interview about special needs financial planning with Cynthia R. Haddad. - November 1998

  • allbusiness-logo
    Ensure Future Care for a Disabled Child

    by Rachel L. Sheedy - July, 2007

  • financial-advisor-magazine-logo
    Will Advisors to Special Needs Clients use ABLE Act Accounts?

    October 5, 2015

  • journal-of-financial-planning-vector-logo
    Incorporating the ABLE Act into Special Needs Planning

    John W. Nadworny - May 2015.

  • reuters-logo
    The limitations of ABLE accounts for the disabled

    May 18, 2015

  • arc-of-mass-logo
    “Practical Perspectives on the ABLE Act”

    The Advocate, the ARC of Massachusetts,“Practical Perspectives on the ABLE Act”, an interview with John Nadworny CFP® and Fred Misilo of Fletcher Tilton, Attorneys at Law.

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    Advantages and limitations of ABLE accounts

    May 19, 2015

  • kitces-logo
    Weekend Reading for Financial Planners

    May 9, 2015

  • baystateparent_logo
    Trust for the Future

    by Doug Page - November 2012

  • winchester-star-logo
    Winchester Business Leaders: Cynthia Haddad, John Nadworny, Mark Shepherd

    July 25, 2011

  • belmont_logo
    New Book Helps Special Needs Financial Planning

    April 15, 2008

  • ticker-logo
    Clients with Special-Needs Children Require a Special Planning Effort

    by Leslie Rosenberg - November 2000