Life Event – Death Of A Spouse
Dealing with the loss of a spouse is very difficult time for you and your family. You will be coping with lots of emotions and handling many complex financial decisions as well. You may have had a spouse that handled... Read More →
Sudden Wealth from a Life Event?
As a financial advisor, I get more than my share of strange phone calls. Some are real doozies! So when I picked up a recent call, I braced for impact! Some calls are really weird, other times someone is soliciting... Read More →
Major Life Events That Trigger An Estate Planning Review
Life events are those major events that we mark with celebrations, parties, and sometimes funerals. What they all have in common is that we record them with our loved ones. Consequently, they are also milestones that require some sort of... Read More →