Long-Term Planning
Podcast Episodes
Featured Episode
Episode 198: Solo Aging for Childfree Adults: How to Plan Before You Need To
Most people assume that if they don’t have kids, someone will figure it out when the time comes. Carol Marak has spent over a decade proving that the people who age well alone are the ones who plan for it on purpose. She joins Dr. Jay Zigmont, CFP® to talk about the three questions every soloist needs answered, why finances anchor the whole plan, and how to build a support system before a crisis forces the issue.
Articles
Losing a Loved One: What Happens to Finances?
Financial aftermath of losing a loved one: navigate estates, probate, beneficiaries, and how it impacts your own money situation.
How to Find an Executor or Healthcare Proxy
Choose your executor and healthcare proxy without kids. Learn how to find trustworthy people for these critical legal roles.
Make Your Charitable Giving More Intentional
Maximize charitable impact through intentional giving. Learn to research nonprofits effectively and make every donation count.
What Is a Donor Advised Fund (DAF)?
Donor advised funds (DAFs) combine tax benefits with charitable giving flexibility. Learn how they work and whether one fits your philanthropy.
Who Will Take Care of Me Without Kids?
Explore practical solutions for aging Childfree—from geriatric care managers to building strong community support networks.
The Time to Plan for a Disability Is NOW
Disability planning can’t wait. Learn why advance preparation matters critically and which essential steps to take immediately.