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Life Event Planning

Organizing Your Finances Through A Life Event

Life events can be a devastating time for you and your family not only emotionally but financially as well. When a Life event happens like the death of a spouse, illness in the family, a job loss, a divorce or just the simple act of caring for an aging parent, don’t try to go through it alone. Retirement Strategies, Ltd Advisors can help you take a full assessment of your financial situation, educate you on your options and support you through the decisions you need to make.

Typical Life events

  • Losing a spouse
  • Divorce
  • Inheritance
  • Losing a Job
  • Serious Illness
  • Caring for an Aging Parent

This is done thought advanced financial independence analysis along with bringing together all the various experts needed to navigate this crisis. Whether it is a Financial Advisor, Investment Manager, Insurance Agent, Elder Lawyer or Tax Accountant there are many perspectives to consider.

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.
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3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
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