by Frisch Financial Group | Apr 30, 2025 | Case Studies, Medical Diagnosis Planning
Daniel never expected to hear the words “you have cancer,” but his diagnosis changed everything in an instant. As the one who had always managed their finances, he worried about how Nadine would handle their future without him—and they needed a plan to ensure their...
by Frisch Financial Group | Mar 3, 2025 | Case Studies, Medical Diagnosis Planning
For years, Bill and Evelyn enjoyed a well-planned retirement, full of travel and adventure. But when Bill was diagnosed with Alzheimer’s, they needed a new plan to ensure their financial security through an uncertain future. Bill and Evelyn, both in their seventies,...
by Frisch Financial Group | Jan 13, 2025 | Case Studies, Medical Diagnosis Planning
Angela never expected to be the one guiding her parents through end-of-life planning, but when she realized they had no estate plan in place, she knew she had to step in—before it was too late. Angela has found herself in the position that many women do midlife. She...
