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The Monthly News
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Financial Planning When Life Changes: Building Stability Through Uncertainty
-By Ben Katsel, Associate Wealth Advisor at Mariner
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A serious medical diagnosis can change life quickly—not just emotionally and physically but financially too. Amid new appointments, treatment plans and shifting priorities, it’s easy to push financial decisions aside. Yet creating a plan for times of change may help provide stability, clarity and peace of mind.
It’s helpful to understand the difference between financial advice and financial planning. Advice often focuses on answering specific questions, such as how to invest or where to save. Financial planning is broader: it’s an ongoing process of aligning your financial resources with your goals, values and needs. It considers your entire financial picture and is designed to help you make confident decisions, even when life feels uncertain.
Here are three foundational steps to help you begin:
1. Understand Your Current Financial Picture
2. Prioritize Flexibility Over Perfection
3. Balance Today’s Needs with Tomorrow’s Goals
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October 9, 2025
Did you know? A Donor-Advised Fund (DAF) is a simple, tax-smart way to support your favorite causes. You can make a charitable contribution, receive an immediate tax deduction, and recommend grants to nonprofits over time—on your own schedule. If you have a Donor Advised Fund, consider making Bag It part of your giving plan this DAF Day.
Click here to learn more about DAFday
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Bag It News |
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Breakfast with Bag It 2025
Thursday, November 6, 2025
Between now and November 5 show your support for Bag It with a donation, raffle ticket purchase, and/or a ticket to the Breakfast.
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Making A Difference |
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October 25, 2025 12-4pm
 | All Month Long
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Sponsor Highlight |
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Thank you Pfizer for your support of our programs. |
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Share Your Thoughts |
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on the Bag It Bag! 
Share your thoughts by filling out our feedback form or providing a written testimonial and be entered into a quarterly drawing for a
$25 Amazon gift card. Next drawing December 30th.
"It helps to keep dates of everything that happened and will happen which helps you to prepare. The tips are most helpful in coping with anticipation of upcoming procedures.
The information helped me to ask the questions that concern me."
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Mark Your Calendar |
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Bag It Bags Info Sessions for Healthcare Providers (Virtual)
If you are interested in learning more about how you can have Bag It Bags in your practice for your patients, join us for an upcoming Info Session.
- Monday, October 13, 2025, 1:00pm AZ (4:00pm EST) Register now
- Tuesday, November 18, 2025, 10:00 am AZ (12pm EST) Register now
- Wednesday, December 17, 2025, 1:00 pm AZ (3pm EST) Register now
DAF Day (Donor Advised Funds)
Thursday, Oct 9, 2025
Celebrate this national day of giving by recommending a grant to Bag It from your Donor Advised Fund and help empower those impacted by cancer.
Get a DAF: Find verified DAF providers and official DAF Day partners here. Already have a DAF? Set a reminder.
October Triage Cancer Conference (Virtual)
Saturday, October 18, 2025
7am-3:30pm PT | 9am-5:30pm CT | 10am-6:30pm ET
Join us for a free, one-day event designed to help you navigate the legal, financial, and practical challenges that come with a chronic or serious medical diagnosis.
Register here!
J.McLaughlin (Tucson, AZ)
Saturday, October 25, 2025 12:00-4:00pm
Join us for an afternoon of Sips and Fall Shopping in support of Bag It Cancer. 10% of sales will benefit Bag It Cancer.
Breakfast with Bag It (Tucson, AZ)
Our website shows all the upcoming Bag It hosted events and events where we will be exhibiting.
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Bag It Educates, Supports, and Empowers those impacted by cancer.
We help patients, caregivers, and cancer advocates to Fight the Fear of Cancer through our two key programs: the Bag It bag and Escape to THRIVE. The bag helps anyone with any type of cancer to cope with their diagnosis and become active members of their treatment team. Escape to THRIVE is a national leadership conference to support cancer advocates.
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