Planning for retirement is never a “set it and forget it” task. There are unexpected disasters, market drops, and changing laws that could cause retirees to reevaluate their financial situation. Ultimately, there’s no way to predict everything that will cause market downturns. However, you can prepare yourself for one by having a solid financial strategy in place.
Transferring wealth from one generation to the next involves more than distributing financial assets. It is also an opportunity to communicate priorities, support future generations, and align financial decisions with
