For Your Benefit

Preparing for the “What If’s” in Life

Host Bob Leins, CPA® and co-host Karen Schaeffer, CFP®, welcome Kay Bransford, Daily Money Manager, Professional Financial Advocate & Fiduciary, MemoryBanc.

September 26, 2023 10:45 am

< a min read

October 2, 2023 on ForYourBenefit, host Bob Leins, CPA® and co-host Karen Schaeffer, CFP®, welcome Kay Bransford, Daily Money Manager, Professional Financial Advocate & Fiduciary, MemoryBanc.

We never know what life will bring. Too often spouses, partners, family, and friends are unable to help because they do not have the information they need. If you are unable to manage the day-to-day bill pay and expenses, how will your loved ones:

Pay for the household expenses?
Cover your healthcare needs and know what resources are available to pay for medical expenses?
Manage if you are terminally ill or die and they have no information about your accounts, retirement plans, insurance, loans?

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com