Thought Leadership: No Plan Is an Island

Jonathan Bergman

Jonathan Bergman, President of TAG Associates, authored a piece published in on April 9th about successful retirees who have handled all of their financial affairs themselves, including investments, and are resistant to seeking professional advice. Jonathan notes that this can create serious problems for heirs, who will have no information and no one to turn to when trying to make sense of their spouse’s or parents’ financial situation. In the article, he suggests several approaches to solving this problem.