Have you had a life change and would like to reevaluate your investments, finances and estate plan?
Common Questions
Change in marital status
- If I marry, should I combine or keep my finances separate from my spouse?
- What do I do with the QDRO that was awarded to me from my recent divorce?
- How do I change my beneficiary now that I am widowed/divorced/remarried?
Change in family dynamic
- Can I be a stay at home parent without impacting my financial future?
- How can I care for my elderly parents without risking my financial success?
- How can I save for my childrens' college while contributing to my retirement?
- What are the options for college savings programs?
New to workforce
- What retirement plan is best for me?
- How do I save enough to retire comfortably?
- Should I pay off debt, or contribute to my retirement plan?
- When should I start contributing to my retirement? Is it ever too early?
Estate Planning
Mapping your estate can be overwhelming - we can help facilitate the process with an estate attorney.