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How to Address Expenses After a Medical Diagnosis

How to Address Expenses After a Medical Diagnosis

by Jason Sacks | Sep 30, 2025 | Blogs, End of Life Planning, Estate Planning, Financial Planning, Medical Diagnosis Planning, Newsletter

Where should you begin? We can do our best to plan for many things in life, but sometimes moments arrive that catch us off guard.  Receiving a new medical diagnosis can be one of those times. Your doctor may start providing you with lots of information, which in turn,...
Strategies to Replace Income After a Medical Diagnosis

Strategies to Replace Income After a Medical Diagnosis

by Jason Sacks | Jul 26, 2025 | Blogs, Financial Planning, Medical Diagnosis Planning, Newsletter

A Guide for Working Individuals Receiving a medical diagnosis can be difficult no matter what stage of life you are in. Hearing that you will now have to deal with a chronic or progressive illness that will be disruptive to your life is hard enough. When you factor in...
How to Manage Your Savings and Investments When Diagnosed with Cancer

How to Manage Your Savings and Investments When Diagnosed with Cancer

by Jason Sacks | Apr 30, 2025 | End of Life Planning, Estate Planning, Financial Planning, Newsletter

Financial Steps to Take So You Can Focus on Your Health According to a report by the American Cancer Society, more than 2 million new cancer cases are expected to be diagnosed in the United States in 2025. If you are among those receiving this life-altering news, you...
Organizing Your Finances for End-of-Life Planning

Organizing Your Finances for End-of-Life Planning

by Jason Sacks | Aug 29, 2024 | End of Life Planning, Estate Planning, Financial Planning, Seniors

Throughout our lives, we take on many responsibilities as we care for our loved ones. Whether it’s raising children, supporting aging parents, buying a home with a spouse, or saving for retirement, life moves from milestone to milestone, often surprising us with how...
Professionals Who Can Help With End of Life Planning

Professionals Who Can Help With End of Life Planning

by Jason Sacks | Jul 31, 2024 | End of Life Planning, Estate Planning, Financial Planning, Retirement, Seniors

It’s not uncommon to want to shy away from discussing end of life planning. The thought of losing a loved one, or facing our own mortality, can be emotional. Sometimes this stress causes us to postpone these conversations until we are faced with a pressing situation...
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