Looking into details

Philip and I held a conference call with Jane. Jane is a Financial Advisor with Mass Mutual. We had so many questions to ask and did not know where to turn. How do we plan for the future of our mother AND sister? What are their sources of income? How much do they receive? Do we need to save now for their care?  What is long term care and how much does it cost? How do we set-up a trust? Will? etc. I have a young daughter and Philip is expecting his first in December; how do we balance our own families ? Our homework for this week is create a cloud account and save our questions there, that way we can delegate who is on point. Our goal is to have these questions answered before December 1st. We will take you on our journey as we map this out. Stay tuned!

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