When Life Changes, Your Financial Plan Should Too

Life rarely follows a straight line. New jobs, layoffs, inheritances, health challenges, and the loss of a spouse can dramatically change your financial picture, often when you're least prepared for it. Mark discusses several major life transitions that should prompt a financial review and explains the key decisions that often arise during these moments. Having a process in place can help you avoid costly mistakes when life changes unexpectedly. Here’s what we discuss in today’s show: 💼 New Job: Reviewing benefits, savings, and goals 🚪 Layoff or Termination: Evaluating options and next steps 💰 Inheritance: Avoiding taxes and costly mistakes 🏥 Medical Challenges: Preparing for income disruptions ❤️ Loss of a Spouse: Navigating financial decisions together 📋 Comprehensive Planning: Looking beyond investment products Want to get in touch with Mark? Web: https://silverman-associates.com/home Email: [email protected] Phone: 520.512.8832