Managing Transitions

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4 Questions to Help with Transitions

Published: May 9, 2023

For the most part, we all share the same common fears while on our walk to retirement:

  • Will I be okay?
  • Will I have enough money?
  • How will I fill my time?

Life is a series of phases and transitions such as marriage, expanding family, job change or career shift and death, all of which will affect how your retirement outlook and planning will be shaped. Jeremiah Kuhn, CPFA™; HFA partner and Senior Financial Advisor, RJFS goes over four introspective questions you can ask yourself or discuss with your financial advisor to help you navigate life's ever changing landscape.

If you're going through a transition now or have changes on the horizon, this might be a good time to talk to us and explore how we might be able to help ensure it's a successful transition.

 

 

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Forbes 2023

1 The 2023 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/list-directory/#470ac626b274 for more info.