When Should You Call Your Financial Advisor

As we always say, when something good happens, call us.  When something bad happens, call us.  This list provides a few examples of scenarios or life events that should prompt you to contact your advisor.  The more communication about what’s going on in your life, the better we are able to help.

  • After you receive good or bad news
  • Before you retire, to schedule your pre-retirement appointment
  • Before you turn on Social Security, to develop a Social Security strategy
  • To set an annual or mid-year review
  • Job change or promotion
  • Before your child’s first year of college
  • Before purchasing, selling, or refinancing your home
  • Before breaking ground on home renovations
  • If your family is in need
  • If you are the executor/executrix or trustee
  • Before making extensive monetary gifts
  • Before taking a required minimum distribution
  • Whenever you want an additional professional opinion before making a decision