If there’s one thing that’s constant in life, it’s change. There are “seasons” of life just like “seasons” of the year. We can even relate life to the “quarters” of a football game like Matthew McConaughey (1st quarter, 2nd quarter, 3rd quarter, 4th quarter). What season / quarter are you in?
There are different events and activities that occur throughout the seasons / quarters of life.
Have you had any big changes in your life?
- Did you buy a house?
- Did you have a baby?
- Did you change jobs?
- Did you have a new grand baby?
- Are you getting closer to retirement?
- Did you get married?
- Did you retire?!?!?!
Spring is in the air … a time of change, rebirth and growth. It’s also a great time to talk to your financial advisor, revisit your goals and your long-term plan, and discuss any changes in your life or circumstances. Out with the old, and in with the new! This will allow you to make sure that your plan accurately reflects where you are now and where you want to be.