When it comes to big life events, there's a difference between expectations and reality. In fact, 76% of adults surveyed were surprised by something when going through a significant event. Make sure you're not caught off guard. Reach out and I'll help you come up with a strategy that covers all the bases.
New York Life Wealth Watch survey: Professional guidance plays crucial role in financial preparation for life events. New York Life’s latest Wealth Watch survey finds that American adults overwhelmingly report they are not financially preparing for major life events like purchasing a home, starting a family, changing careers, or retirement.
09/23/2020