Show notes
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/homeEmail:[email protected]Phone:520.512.8832

