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New Checklists: Having A New Child Checklist & Caring For Aging Parent Checklist

October 15, 2019
Resource Additions, Announcements

We are excited to release two checklists this month. This month has a theme to it – it addresses some of the concerns for “sandwich generation” clients.  This is the group of people, typically in their thirties and forties, who are starting their own family (having children) and caring for aging parents.  This can be a particularly stressful period of time for people in this stage of life.

For Essential and Deluxe members, here are the two resources being released today:

What Issues Should I Consider When Having (Or Adopting) A Child?: Beyond the joy brought to parents from having or adopting a child, this is a huge financial transition in their lives. There are a number of issues to consider including how the costs of caring for a child will impact both their short-term cash flow and their long-term saving and wealth-building objectives. In this checklist, we cover a number of financial issues that your clients need to consider when having or adopting a child.

What Issues Should I Consider For My Aging Parents?: Becoming a caregiver for your aging parents can be a drain emotionally and can carry financial ramifications both for parents and for the caregiver children. Helping your clients understand and manage the financial issues involved can help make the situation a bit easier for them. In this checklist, we cover a number of financial issues that your clients need to consider when faced with helping and potentially caring for aging parents.

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What Customers Are Saying About Us

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— An Advisor from California
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— Scott, an advisor in Oregon
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
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— Christoper, an advisor in Illinois
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