Financial Planning & Insurance
Long-Term Care Insurance
nb/ltc
LTC insurance options and planning
Traditional LTC Insurance
nb/ltctraditional
Traditional long-term care policies
Hybrid LTC / Life Policies
nb/ltchybrid
Combined life insurance and LTC coverage
LTC Cost Calculators
nb/ltccalc
Estimating long-term care costs
Self-Insuring for LTC
nb/ltcselfinsure
Planning to self-fund long-term care
Financial Advisors
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Finding the right financial advisor
Fee-Only Planners
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Fee-only financial planning services
CFP Directory
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Certified Financial Planner directory
Elder Care Financial Advisors
nb/elderfin
Advisors specializing in elder finances
Fiduciary Advisors
nb/fiduciary
Advisors with fiduciary duty
Tax-Advantaged Accounts
nb/taxadvantaged
Tax-efficient savings and accounts
529 Plans for Grandchildren
nb/529plans
Education savings for grandkids
ABLE Accounts
nb/able
Tax-advantaged disability savings
Health Savings Accounts
nb/hsa
HSA strategies for healthcare costs
Custodial Accounts (UGMA/UTMA)
nb/custodial
Custodial accounts for minors
Roth IRA Conversions
nb/rothconvert
Converting to Roth IRA in retirement
Medicare
nb/medicare
Medicare coverage and enrollment
Medicare Parts A, B, C, D
nb/medicareparts
Understanding Medicare parts
Medigap / Supplements
nb/medigap
Medicare supplement insurance
Medicare Advantage
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Medicare Advantage plan options
Medicaid Eligibility
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Qualifying for Medicaid
Medicaid Look-Back Period
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Understanding the 5-year look-back
Retirement & Income
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Retirement income strategies
Social Security Optimization
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Maximizing Social Security benefits
Required Minimum Distributions
nb/rmds
Managing RMDs from retirement accounts
Annuities
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Annuity options for guaranteed income
Reverse Mortgages
nb/reversemortgage
Using home equity in retirement
Pension Planning
nb/pensions
Pension benefit optimization
Funeral Financials
nb/funeralcosts
Planning for funeral and burial costs
Pre-Paid Funeral Plans
nb/prepaidfuneral
Prepaying for funeral arrangements
Burial / Final Expense Insurance
nb/burialinsurance
Insurance for end-of-life costs
Veterans Burial Benefits
nb/vetburial
Burial benefits for veterans
Frequently asked questions
What is Financial Planning & Insurance in the Sandwich directory?
Financial Planning & Insurance is one of Sandwich's curated categories of resources for caring for aging parents and loved ones. Each channel in this category is reviewed by our community and linked to real providers, articles, and tools.
How do I pick a financial planning & insurance channel?
Browse the channel grid below — each channel shows a short description, view count, and community activity. Click through to see posts, providers, and related resources. Save channels you find useful to revisit later.
When should I start planning for aging parents?
Follow the 40-70 Rule: when you turn 40 or your parents turn 70, whichever comes first, start the conversation. Starting early gives you more options, less stress, and time to make thoughtful decisions rather than emergency ones.
Is Sandwich free?
Yes. Browsing the directory, reading posts, and subscribing to the newsletter are all free. Sandwich is free for families and supported by providers who list in the marketplace.