Financial Guides: Family


An Investor’s Guide to the Sandwich Generation – tips for caring for your aging parents

The sandwich generation guide is meant to help those of you taking care of your parents while still raising your children. Deciding the best way to care for your aging parents is a huge decision. In this guide, we address the common feelings of guilt, setting boundaries, a caregiving checklist, a list of all the documents you will need access to (from financial to health care), and different care and insurance options for you to consider.

A Guide to Stewarding Your Inheritance

You received an inheritance. Now what? Did you recently receive an inheritance, and you don’t know what to do with the money? The first step is to take a breath and resist the temptation to make impulsive decisions. This is an exciting gift you have been given, and you want to steward it well. You will want to consider your financial goals, both short-term and long-term. To learn how to steward your inheritance well, download our free guide.

Five Star 2023

Disclosure: Goodwin Investment Advisory, LLC is an SEC registered Investment Adviser. The Google ratings, client satisfaction ratings and reference on The Ramsey Show were given by current clients, and were not compensated with cash, or non-cash compensation. There are no material conflicts of interest on the part of the person(s) giving the ratings and references resulting from the person’s relationship with Goodwin Investment Advisory, therefore has no incentive to recommend the adviser. The Reader’s Choice Award is based on nomination and voting by community members and others, and also include employees of Goodwin Investment Advisory. Please click here for further information.