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Death of a Spouse
Making financial decisions is a reality even in times of grief. - Prompt, sensible financial planning and timely actions can help you avoid or minimize potential financial hardships. It’s also vitally important to not overreact to potential financial problems and as a result make poor decisions that could have a lasting impact on your financial well-being. It’s also important that you not let others make financial decisions for you.
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Inherited or Sudden Wealth
Many people dream about becoming wealthy overnight. - The reality is that great wealth carries great responsibility. Too often, the instantly wealthy are ill-prepared to deal with the emotional, social, and even financial responsibilities which accompany sudden wealth.
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Sale of Business
The sale of a closely held business is one of the most important and difficult transactions.
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Second Marriages
Are you planning to remarry? If so, you might consider saying “I do” in front of a financial planner as well as the minister. That’s because finances in remarriages typically are thornier and more complex than the first time around. Both of you may bring minor or adult children to the second marriage, have far more in accumulated assets (or debts), and have more entrenched personal money styles. In addition, you may be carrying emotional debris from financial conflicts in your previous marriage.
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Transition to Retirement
Most people are uncertain as to when, or even if, they can retire - Today, most retirees need to plan for as much as a 30 to 40 year retirement period. In thinking about retirement, the most common question financial advisors field is whether or not personal assets are sufficient to support that long of a retirement horizon.
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This firm is not a CPA firm.
Financial Life Advisors (FLA), a Registered Investment Adviser, and Jim Oliver & Associates, P.C. (JOA) are under common ownership and control. Team Oliver is used to describe collaborative services of both firms. Professional tax services are provided by JOA and investment advisory services are provided by FLA, each under separate agreements.
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