Making Smart Decisions During Major Life Events

Whenever we’re faced with a major life event, certain people will have an impact on us and the decisions we make. But when you work with a financial advisor who you’ve built a strong relationship with, they end up being there for all of these key events because of the financial impact they have.

Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life.

Here’s some of what you’ll learn on this episode:

• What do you need to consider when you change jobs? (2:35)
• The tax considerations that come with an inheritance. (5:45)
• How becoming an empty nester changes your income and savings. (10:03)
• How we help someone that goes through the death of a spouse. (11:45)

 

Connect with us: 

https://rosewoodwealthmanagement.com/

919-391-3446