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Changing Events in Your Life

Life is always changing. These winding changes in our lives often affect us financially and emotionally. While we can prepare for some of these changes, others may come as a surprise. When we go through these changes, we can be confused, overwhelmed, numb or angry. Financial changes affect how we think, feel and act. For that reason, it's a good idea to plan for the unexpected. You can do this by setting goals for your savings, having a cash cushion and an emergency fund and establishing a sound risk management and insurance strategy. Often, specific events trigger the need for professional guidance and advice that may affect you long-term.

Examples of Changing Events in Life that affect your money may include: 

Examples of Changing Events in Life that affect your money may include: 

  • Retirement, early retirement option, career change
  • You've won a civil lawsuit, lottery winnings or an inheritance
  • You have made a decision to get married, file for a divorce, plan for a wedding
  • You want to plan for Charitable Giving Strategies 
  • You've become disabled or experienced a long-term care event
  • You've experienced a loss of a loved one
  • Enrolling in College or Trade School 
  • You are getting married, having children or adopting a child

HERE FOR YOU...  DURING CHANGING EVENTS IN YOUR LIFE

Navigate the changes in your financial journey with us.

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