How eventful was 2011?
In some ways, I had an eventful 2011. I said goodbye to my Grandma Ann but I also said hello to my nephew Owen. What changed for you?
- Did you get a new job or leave an old one?
- Did you get married or engaged? Or become a widow(er) or get divorced?
- Did you start a family?
- Did you move and buy or sell a house?
- Did you start a business or sell a previously owned one?
- Did health change significantly for you or someone you love?
All these life events merit a review of your plan. If you fall into one of these categories, you should talk to your financial, insurance, tax, and estate professionals to make sure your ducks are in a row.