Life is rarely uneventful. It’s unusual to live long periods of time without some kind of curve ball or surprise.
In financial planning, there are certain instances that prompt a review of a client’s financial situation. They’re encouraged to get help from an experienced financial advisor when life events occur, such as a new birth, a death in the family, a change in health, or a significant purchase or sale of a home. A good advisor helps them to be prepared with a plan that addresses the certainty of uncertainty.
The current economic situation is resulting in a lot of life-changing events for individuals in the form of job loss or career changes. Unemployment, in particular, is a life-changing event that many are experiencing, given the pandemic. Such times of uncertainty may drive many upcoming client conversations.Read More