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Life Changes

Financial Planning for Life Changes

Even when life goes exactly as planned, your financial plans can’t stay the same. For example, having a baby is a wonderful and exciting time for your family, but the expenses of raising one or more children should be considered when you talk to your financial advisors. Whether you’re trying to budget for your bills or save for college, your financial situation and future will be affected.

Marriage also affects your finances in ways you might not have thought about. When you get married, it’s important to make a plan for your combined incomes and take advantage of the additional tax savings. Ideally, you’ll create an investment and savings plan to divert the extra income instead of spending it. Your future self will thank you. Our team of financial experts is here to help you build the future you want.

When Divorce or Death Derails Your Plans

Our team of financial advisors is ready to help you when life puts you on a different path. Whether you’re dealing with divorce or a death in the family, we can help you understand your new financial situation and take steps to get back on track with your goals for the future. 

Divorce is an extremely stressful time in your life. Not only do you have to adjust to the new reality of being single or being a single parent, but you also have to get your financial life in order. The income that previously supported one household must now be enough for two. Your combined retirement savings and investment accounts have to be split between the divorcing spouses. And your insurance policies need to be evaluated and updated.

With an unexpected death in the family, your life can feel like it’s temporary on hold. If the deceased was a primary wage earner, you have financial worries to deal with in addition to grieving for your lost one. It’s important to understand your new financial situation and take steps to protect yourself, your family, and your assets after the death of a loved one.

Our financial advisors are here to help you through all of life’s stages, no matter how difficult they are. We’ll talk to you about your situation, help you understand your financial plan, and create a strategy that helps you look towards the future with confidence. You don’t have to do it alone.

A Financial Plan for Every Stage of Life

With over 141 years of combined experience, our financial team has helped clients in all stages of life. Marriage, divorce, a new baby, impending retirement, or the death of a loved one all affect your financial decision-making. We’re here to help you make the best decision for your unique situation. Call us today to create your customized financial plan.

Loss of Loved One

Loss of Loved One

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