Barry Friedson - Newroads Financial Group

06/11/2026

The Newroads Special Needs Division Webinar Series continues on Thursday, June 18th at 6:30 PM with our next webinar:

"Supporting Your Special Education Journey"

Presented by a non-legal parent advocate and special education consultant, Bruce Litinger, M.A.

To register:
https://us02web.zoom.us/meeting/register/10th3U-RTDW3MJZJE6CS5A

Or email [email protected].

06/10/2026

Already a Trustee for a Special Needs Trust? You Don’t Have to Carry the Burden Alone.

If you're currently serving as the trustee of your child’s special needs trust, you already know how demanding and complex that role can be. It's not just about managing funds—it's about protecting your child's future, complying with government benefit rules, handling taxes, making financial decisions, and doing it all with care and precision.

Even the most dedicated parents can find themselves overwhelmed by the legal and administrative responsibilities that come with being a trustee. That’s why many families eventually consider working with a corporate trustee—a professional organization with the experience, systems, and neutrality to manage the trust effectively and consistently, for the long term.

Making the shift to a corporate trustee doesn’t mean stepping away—it means ensuring your child’s trust is managed with continuity, compliance, and care, even when you're no longer able to do it yourself.

If this is something you're thinking about or have questions on, I’m here to help you explore your options.

06/07/2026

Planning for a loved one with special needs requires more than financial expertise—it requires understanding.

As special needs parents ourselves, we know the challenges families face and the importance of creating a plan that provides confidence for the future. Our Special Needs Division is dedicated to helping families navigate financial, legal, and government benefit considerations with personalized guidance and support.

Contact us to learn how we can help your family build a stronger future.

Financial planner focusing on helping special needs families

06/05/2026

Why a Special Needs Financial Advisor Matters 💡

When it comes to planning for a loved one with special needs, experience matters.
A general financial advisor may be great at retirement planning or investment advice, but special needs planning requires a whole different level of expertise.

A Special Needs Financial Advisor understands:
🔹 How to protect eligibility for SSI, Medicaid, and other benefits
🔹 The ins and outs of Special Needs Trusts and ABLE accounts
🔹 Coordinating with attorneys, caregivers, and support networks
🔹 Planning for a lifetime of care—not just the next 10 years

This isn’t just about money—it’s about peace of mind, knowing your plan will provide security and dignity for your loved one’s future.

At Newroads Financial, we’ve spent years helping special needs families navigate these complex decisions—and we also live this every day as special needs parents ourselves. We know the challenges, the questions, and the emotional weight, because we’ve been there.

📌 If you’d like a second set of eyes on your current plan—or if you don’t yet have one—let’s talk. Sometimes one conversation can make all the difference in protecting your loved one’s future.

06/01/2026

Are you familiar with ABLE accounts? These tax-advantaged savings accounts are specifically designed for individuals with disabilities.

As a financial planner, I highly recommend considering an ABLE account as a way to save for disability-related expenses while also maintaining eligibility for certain government benefits.

With an ABLE account, you can contribute up to $20,000 annually, and earnings grow tax-free. Plus, withdrawals for qualified expenses such as education, transportation, housing, and more, are also tax-free.

If you or a loved one has a disability, an ABLE account could be an important tool in your financial planning toolkit. Contact me today to learn more about ABLE accounts and how they can help you achieve your financial goals while also supporting your disability-related expenses.

04/27/2026

The coming months will bring a lot of excitement for the high school class of 2026.

For families with a child with special needs, the transition out of the traditional school system into an 18–21 program is a major milestone.

It’s an exciting step — but it can also bring uncertainty and fear for the future.

This phase is about more than education. It’s about building life skills, exploring independence, and beginning to shape what adulthood will look like.

It’s also a critical time to revisit your financial and legal plan:

* Will benefits like SSI be impacted?
* Is guardianship or power of attorney in place?
* Does your financial plan reflect the next stage of life?

We often see families so focused on the transition itself that long-term planning gets pushed aside — but this is one of the most important moments to prepare for the future.

If your family is approaching this stage, we’re here to help you think through what comes next. Reach out for a complimentary 1-hour consultation.

04/22/2026

LAST CHANCE TO REGISTER!!!!!

The Newroads Special Needs Division Webinar Series continues this Thursday, April 23rd at 6:30 PM with our next webinar:

"Is Guardianship right for your child?"

A panel from SCARC Guardianship Services will discuss the guardianship process and answer questions from the community.

To register:
https://us02web.zoom.us/meeting/register/EvpRFdBZQqCYFdhFas3Csw

Or email [email protected].