Financial Decisions Guide

Link to original content on AICPA website – Please use link below to access a guide with our contact information added.

Life can change quite suddenly and unexpectedly.  Decision-making during these stressful and vulnerable times can be difficult and many times the decisions required can have far–reaching impact.   The key is knowing the issues and having a plan in place before the unexpected happens.   This guide helps consumers understand the issues as they prepare to work with their advisors.

Who should read this Guide?
If  you fall into one of the following groups, you will particularly benefit from this guide:

  • Part of the sandwich generation – juggling both older parents and children
  • Pursuing an active retirement lifestyle
  • Have a young family and are concerned about planning for the unexpected
  • Have special needs situations

A Guide to Financial Decisions – Implementing an End of Life Plan

Whether you are currently dealing with the loss of a loved one, or making decisions about an aging parent, or simply want to proactively be ready for the future, this guide will help identify many of the issues, decisions and programs of which you should be aware.

This guide pulls together a wide spectrum of information in a well-organized, easy to read format.   We encourage you to use this information along with the appropriate advisors as you make current decisions or prepare for the future.

For more information on other financial topics, visit the 360 Degrees of Financial Literacy Web site.

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