Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How Rising Interest Rates Can Affect Your FinancialPlans

Whether you are managing debt, investing assets, or developing an estate plan, changes in interest ...

The post How Rising Interest Rates Can Affect Your FinancialPlans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating a Financially Organized Life

Here’s how to get a jump-start on creating a system to organize your bills, statements, ...

The post Creating a Financially Organized Life first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more

Does A Recent Diagnosis Mean You Need to Revisit Your Financial Strategy?

Your financial plan and strategy may need to undergo some significant updates if you find yourself dealing with a major diagnosis. Depending on the diagnosis, you may need to alter your existing plans in the short term or the long term. For example, someone who receives a diagnosis of multiple sclerosis may need to reconsider how this impacts their daily life for decades to come. As the population gets older the number of people with medical conditions such as Alzheimer’s disease, heart conditions, Parkinson’s disease, and other chronic illnesses is increasing.

It can be very stressful to deal not only with a diagnosis but think about the cost of home renovations, medical treatments, and rehabilitation, among other costs. Some people who have disabling conditions may be forced to exit the workforce sooner than expected. Start by building a team of professionals around you, such as an attorney, who can help draft financial and healthcare directives and plan for the possibility of Medicaid stepping in to cover other expenses.

Furthermore, it’s a good idea to meet with your financial professional to revisit your existing plan, which may have been built on the intention that you would continue to work until your mid or late 60s before needing to tap into your retirement accounts.

The support of a financial professional can help you answer some of these urgent questions and help you determine what changes you need to make in order to account for these updates in your life. Set aside a time to meet with an experienced and qualified attorney today.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How Rising Interest Rates Can Affect Your FinancialPlans

Whether you are managing debt, investing assets, or developing an estate plan, changes in interest ...

The post How Rising Interest Rates Can Affect Your FinancialPlans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating a Financially Organized Life

Here’s how to get a jump-start on creating a system to organize your bills, statements, ...

The post Creating a Financially Organized Life first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more