WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

How Your Wealth Manager Can Help You with Major Life Changes

Posted by Seton McAndrews | CFP®, Vice President Investments

November 22, 2017

Life changes come in many forms. Some are joyous occasions—marriage, the birth of a new child, a job promotion, sending a child to college, selling or starting a business, or one of our mainstays, retirement. 

Other times life changes are more challenging. These might include the passing of a family member, an unexpected illness, divorce, or sending a child to college. Yes, we purposely mentioned college twice! (While wonderful, we know college can be very expensive for parents and sometimes a heartbreaking transition).

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