In this podcast, we continue the discussion of documenting your family financial information for the benefit of survivors when families experience death or incapacitating illness, with a step-by-step plan for creating a financial inventory in case of emergency. Featuring Andy Popenfoose and Sarah Delahanty of SYM.
In a national study of Sandwich Generation Women, creating a good support team as soon as possible was identified as an important key to helping an individual successfully navigate this challenging stage of life. Key Team Members Financial Advisor There are many varieties of financial advisors and their differences are significant. Our study of Sandwich Generation Women revealed a strong preference for a fiduciary wealth manager who acts as a “quarterback,” coordinating all advisors on
When it comes to issues of health-related financial risk, the importance of disability insurance is often sorely underrated. In reality, holding a less-than-appropriate amount of disability insurance can be just as financially devastating as purchasing the improper amount of life insurance. However, disability insurance receives much less airtime from the financial media and other “experts”. What is it? Disability insurance protects against the interruption of income due to illness or injury. Because many employers offer
