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Return on Effort (ROE)

Return on Effort (ROE)

by Jason Norton | May 21, 2026 | Financial Planning, Generational planning, Life, Special Needs, Sustainability, SustainAbility Planning

Why the Work You Do Today Matters So Much Tomorrow    When families think about financial planning for a loved one with special needs, the focus often goes straight to outcomes: Will they be okay? Will there be enough? What happens when I’m no longer here?  At...
SustainAbility Planning

SustainAbility Planning

by Jason Norton | Mar 20, 2026 | family, Financial Planning, Generational planning, parenting, Special Needs, Stages, Sustainability, SustainAbility Planning, Uncategorized

SustainAbility Planning: Planning That Carries Forward   At Ability Wealth Group, SustainAbility Planning isn’t just a buzzword. It’s our process. At its core, SustainAbility Planning is about one simple but powerful idea: a plan needs to carry forward to the...
Time Value of Mommy

Time Value of Mommy

by Jason Norton | Feb 27, 2026 | Financial Planning, Life, parenting, Special Needs, Sustainability

In finance, there’s a concept called the Time Value of Money. The idea is simple: a dollar today is worth more than a dollar tomorrow. Inflation, opportunity cost, and uncertainty all play a role. But for families caring for a loved one with special needs, there’s...
Vest, Vision, & Village

Vest, Vision, & Village

by Jason Norton | Feb 4, 2026 | Define Priority, family, Financial Planning, Life, parenting, Special Needs, Stages, Sustainability

At Ability Wealth Group, financial planning starts with people, not paperwork. Before numbers, accounts, or legal documents ever come into the conversation, we focus on something far more important: understanding the life behind the plan. That’s where our framework of...
Define Priority

Define Priority

by Jason Norton | Jan 16, 2026 | Define Priority, Financial Planning, Special Needs, Sustainability

What Does “Define Priority” Mean?   At its core, Define Priority is us asking one straightforward question: What is most important to your family right now? Not everything that could be done or every hypothetical future scenario. Just what matters most first. For...
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