Divorce, extended illness or disability, and death of a spouse can seriously debilitate one’s financial health. But what if you….
- Were forced to retire early?
Have you been diligent enough over the years to maximize contributions to your 401(k) plan or IRA?
Are your investments in line with your goals for the future?
With longer life expectancies and higher healthcare costs, can you afford to retire?
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- Had to make care decisions for aging parents?
How much would it cost?
Can you financially manage it?
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- Came into an unexpected lump sum of money?
How would you spend it? Invest it? Save it? Gift it?
