by Joyce Streithorst | Aug 29, 2025 | Blogs, Couples, Estate Planning, Families, Financial Planning, Medical Diagnosis Planning, Newsletter, Seniors
What is important to you? Maybe you completed the forms for your advance directives a while back and filed them safely away with the rest of your estate planning documents. You know they are there if you need them but haven’t reviewed them recently. How long ago...
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...
by David Frisch | Jul 24, 2025 | Blogs, Couples, Estate Planning, Medical Diagnosis Planning, Newsletter, Seniors, Women
Practical and Financial Tips to Help You Prepare Learning from your doctor that you will need to schedule a medical treatment can be nerve-racking. Even procedures that are considered “routine” can make us anxious, but the fact is that sometimes we must work through...
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...
