In this video, Rob discusses how life transitions affect us both emotionally and financially and how those two factors go together.
- What is a transition?
- How can you prepare or plan for certain transitions of life?
- How to transition from work life to retirement
- What are the tax implications of major life transitions?
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.