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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:

mark@silverman-associates.com

Phone:

520.512.8832