by Jason Sacks | Aug 31, 2026 | Blogs, Couples, End of Life Planning, Estate Planning, Families, Financial Planning, Medical Diagnosis Planning, Newsletter, Seniors
Building a team to help you navigate the financial, legal, medical, and personal decisions ahead A terminal diagnosis brings with it so many heavy layers of emotion. It’s natural to feel incredibly overwhelmed, especially as you are in the early stages of processing...
by Shawn Gallagher | Aug 31, 2026 | Blogs, Couples, End of Life Planning, Estate Planning, Financial Planning, Medical Diagnosis Planning, Newsletter, Seniors, Women
Helping your spouse understand the financial life they may one day need to manage without you In many marriages, one person naturally takes responsibility for more of the household finances. Maybe one spouse pays the bills, manages investments, works with the...
by Joyce Streithorst | Apr 30, 2026 | Blogs, End of Life Planning, Estate Planning, Medical Diagnosis Planning, Newsletter
A Guide to Advance Medical Directives and Medical Orders When you or a loved one receives a serious medical diagnosis, whether sudden or long anticipated, it can bring a wave of uncertainty that touches every part of life. It is natural to want as much information as...
by David Frisch | Jan 29, 2026 | Blogs, Couples, End of Life Planning, Estate Planning, Medical Diagnosis Planning, Newsletter, Retirement, Seniors
Important Things to Consider A terminal diagnosis can change life in ways that no one anticipates. Priorities may shift, long-term plans can feel uncertain, and retirement decisions that once seemed distant may suddenly require immediate attention. Both the...
by David Frisch | Dec 30, 2025 | Blogs, End of Life Planning, Estate Planning, Medical Diagnosis Planning, Newsletter, Seniors
Caring for a Loved One While Maintaining Financial Stability Nothing can fully prepare you for the emotions that may arise when someone you love is diagnosed with a terminal illness. The fear, shock, and uncertainty that accompany this news is difficult enough, but...
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,...
