Long-Term Planning
Podcast Episodes
Featured Episode
Episode 208: Long-Term Care Planning for Childfree Adults
Most people file long-term care under “deal with it later,” which is exactly the wrong time to start. Jesse Vickey of Long Term What? joins Bri Conn, CFP® to make one of the most avoided money conversations feel clear and even hopeful, from the four ways people pay for care to why your healthy window is the moment to decide your options.
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.