Retirement and inheritance planning is very complicated because of all the factors we can’t know, like when people will die or how the stock market will behave. When you throw in trying to plan for a special needs adult family member as well, it probably triples the complexity. With help from ChatGPT, I created a spreadsheet that can help with the planning and model different financial circumstances. I intentionally used realistic numbers in the base case so that the year-by-year page would show a funding gap that would need to be planned for by the family. There are various scenarios the sheet will calculate so families can get a better idea of what might happen if some of the variables change. Give it a try and email me at charityawareness@commonheart.org to let me know how it worked for you. It works best on a laptop or desktop computer. You can use it in Google Sheets or download it to Excel.
Category: resources
Community Partners in #Union County, NC: Your Resource Finder Tool
Community partners, please test out this new tool for finding resources in Union County. You can find it at this link or scan the QR code.
It can be very useful for you to quickly look up resources specific to your clients’ needs. It will even translate in the chat if you ask it to.
Please ask a question about resources; the more specific, the better, and please send the results to charityawareness@commonheart.org so I can keep improving the tool. You can even ask the tool to translate the answer into another language, or ask your question in your preferred language. If you use it on a smartphone, you should be able to press the microphone in the lower right corner to enable you to ask your question verbally.
QR code to access the list of resources in Union County, NC
Do you need a list of resources available in Union County, NC? You can scan this QR code to access Phil’s List.