Life Events & Milestones
Navigate the critical financial and legal turning points of your life with confidence.
Becoming a Grandparent
A new generation brings joy and new planning opportunities for legacy and support. Optimize how you contribute to their future.
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Child’s Marriage
Integrating a new family member involves legal and financial alignment. Ensure your estate and financial plans reflect this major life event.
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Navigating Medicare Enrollment
Enrollment in Medicare is time-sensitive. Missing your window can result in lifelong penalties. This guide walks you through the 7-month Initial Enrollment Period.
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Retirement Transition
The shift from accumulation to decumulation requires a fundamental change in mindset and strategy. This milestone guides you through the irreversible decisions of Social Security, Medicare, and tax-efficient withdrawal.
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