If 2020 has taught us one thing, it’s that life can change in big ways when we least expect it. Significant life changes often prompt us into taking a closer look at our finances. If you haven’t done so yet, it’s a great time to consider turning to a financial advisor for insights.
Other times you’ll want to consider getting financial planning assistance include:
- Birth of children and grandchildren
- New marriage
- Job Loss
Experts such as AAFMAA Wealth Management & Trust Financial Planners can work with you to develop personalized, comprehensive plans to help ensure you’re covered for life’s major milestones and unexpected hardships.
Keep reading to learn more.
Information provided by AAFMAA Wealth Management & Trust LLC is not intended to be tax or legal advice. Nothing contained in this communication should be interpreted as such. We encourage you to seek guidance from your tax or legal advisor. Past performance does not guarantee future results.