Season 2 Episode 13: Financial planning for single people

Single people face a unique set of challenges when it comes to financial planning. Jean is joined by wealth planner Rose Niang in this episode of Edelman Financial Engines’ Everyday Wealth™, to discuss those challenges, including health care, emergency funds and retirement planning, and how to help navigate them. Later in the episode, Erin Smith, director of estate planning at Edelman Financial Engines, joins the conversation to explain the biggest considerations that single people have to make when it comes to estate planning, and which important documents are essential to have in place when you’re single.

 

Ms. Chatzky receives cash compensation for acting as host of the Everyday Wealth podcast and for related activities and therefore has an incentive to endorse Edelman Financial Engines and its planners.  That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses.  The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show).

This show is pre-recorded, and any callers are pre screened.

The information being provided is for informational and educational purposes only and should not be construed as investment advice. You should consult with a financial advisor to help determine the best options for your particular circumstances. 

The information regarding estate planning should not be construed as tax or legal advice and is for general informational purposes only. Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to include your qualified tax and/or legal professionals in these discussions and decisions to help determine the best options for your particular circumstances.

Neither Financial Engines Advisors L.L.C. nor any of its advisors sell insurance products. Edelman Financial Engines affiliates may receive insurance-related compensation for the referral of insurance opportunities to third parties if individuals elect to purchase insurance through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances.

 

 

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