Adjusting your plans for life's changes
- Analyze the impact of your financial plan in the case of life events such as:
- upcoming retirement
- birth
- death
- marriage
- divorce
- inheritance
- education
- job/career change and
- major purchases
- Update personal family information as it changes
- Recommend age at which to take Social Security and suggest options for pension plan payouts
- Run "what-if" scenarios for future expense needs
- Assist with date-of-death values and transfers