You have a transition? You need a plan!

You have a transition? You need a plan!

September 16, 2017

It's easy to procrastinate about planning for your financial future when life is sailing along smoothly.  It's the transition points in life that create a more immediate need for financial planning.  Smart planning and a little bit of strategy can ease the strain a transition may bring and set you up for a stronger future.  In this episode Mary Sterk shares ideas surrounding financial transition points like retirement, divorce and changing jobs.

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