Planning for Retirement or Already Retired?

Life circumstances are always changing, and retirement best practices are no different! Perhaps you already have an iron clad plan but all of a sudden find yourself single due to divorce or the death of a spouse, and now the plan must change. Or a parent transitions and you are trying to decipher how your inheritance affects the plan you are already following. Tax laws change, as well as tips and tricks on making your money go the extra mile. Rebecca has lived through most of these experiences and can guide you through the many scenarios that come up along the way! Check out the list of topics covered and feel confident knowing if your specific scenario is not listed, WAGGLE can still help!