RESOURCES
Useful Articlesand Resources
I Want to Go Back to School: What to Consider Before You Commit
By Jay Zigmont | Sep 19, 2025
Thinking about going back to school? This article helps you make an informed decision by exploring alternative education options, free resources, and how to determine if a degree is truly necessary for your career goals.
Read More
I’m Disabled (Or May Be Soon), What Do I Do?
By Jay Zigmont | Sep 19, 2025
Facing disability without the support of family can be daunting. Learn how to navigate your finances by understanding disability insurance, Social Security benefits, and other professional support systems available to you.
Read More
What Paperwork Do I Need to Get Done?
By Jay Zigmont | Sep 19, 2025
Ensure your wishes are followed with a will, living will, and power of attorney. This article explains how these crucial documents protect your assets and medical decisions, especially if you're Childfree or have complex family relationships.
Read More
What Is a Living Will?
By Jay Zigmont | Sep 19, 2025
A living will is a crucial legal document that lets you communicate your medical wishes if you can't speak for yourself. This article explains what to include and how to create one to give you and your loved ones peace of mind.
Read More
What Is Power of Attorney (and Why You Need One)
By Jay Zigmont | Sep 19, 2025
A Power of Attorney is a crucial legal document that lets you appoint someone to manage your finances if you become unable to. This article explains what a POA is, what it does, and how to set one up.
Read More
What Is a Trust (and Do You Actually Need One)?
By Jay Zigmont | Sep 19, 2025
A trust is a powerful legal tool for managing assets, but is it right for you? This article explains what a trust is, its benefits, and helps you decide if it's a necessary part of your financial plan.
Read More
How Do I Find Someone to Be My Executor (or Healthcare Proxy)?
By Jay Zigmont | Sep 19, 2025
End-of-life planning is crucial for Childfree individuals. Learn the importance of naming an executor and a healthcare proxy to ensure your wishes are carried out and your assets are protected.
Read More
How Should I Donate to My Favorite Cause?
By Jay Zigmont | Sep 19, 2025
Charitable giving is a great way to support causes you care about. Learn the financial impacts of donating, what counts as a donation, and how to maximize your impact.
Read More
What Is a Donor Advised Fund (DAF)?
By Jay Zigmont | Sep 19, 2025
A Donor Advised Fund (DAF) is a powerful tool for tax-smart charitable giving. This article explains how a DAF works, its tax benefits, and who should consider opening one.
Read More
When Should You Ask for Legal Help with Money Matters?
By Jay Zigmont | Sep 19, 2025
Not every financial issue requires a lawyer, but some situations, like divorce, serious tax problems, or complex estate planning, definitely call for legal help. Learn when you need an attorney and when you can handle things on your own.
Read More