The “SMART” Way to Navigate Life’s Transitions

Change in life is inevitable – and so too are the periods of transition which big changes can bring. Whether you’re buying a home, having a child (or grandchild!), getting married, getting divorced, changing careers, or saying goodbye to a loved one – it is truly an understatement to say life is full of moving parts. As planners, we strive each and every day to ensure our clients are set up for success, no matter what changes they face.  So it is our most important responsibility to come alongside them as they navigate all of life’s biggest transitions.

While helping our clients through countless transitions, we have learned a few things about what it takes to successfully navigate a big transition. First and foremost, we know it’s “SMART” to do at a little planning in advance of life’s big events.

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What Makes for Successful Retirement?

handweightsRetirement can be a challenging and stressful time. But it doesn’t have to be! With a good plan fiscally and physically…and some good coaches to help, you can be very successful. The 21st Show guests Sharon C. Allen, president and
co-Founder of Sterling Wealth Management in Champaign, and Elizabeth Stine-Morrow, professor of educational psychology at the University of Illinois provide advice for financial planning, staying healthy, and thriving throughout your retirement years.

http://swmi.co/the21st-retirement

Sharon Allen’s article published by Financial Advisor Magazine

Financial Advisor Magazine, a national publication serving the advisory community, published an article written by Sharon Allen on understanding the squeeze a sandwich generation woman experiences and how advisors can help. Check out the full article here http://swmi.co/fa-sangen. To read her full white paper “Caught in the Middle: How Does the Sandwich Generation Woman Not Get Squeezed?”, see the Resources section of our website here.

Sandwich Generation Woman

Sandwich Generation Woman

True Wealth

Wealth is a funny word. It evokes emotional response from nearly every person I know.

The reality is that we all possess wealth of some kind—wealth of financial resources, personal accomplishment, wealth of character, relationships, or any combination of all. A “wealth manager” should be uniquely suited to help make the most of your total wealth. I feel very strongly about that, and it drives most of what I do.

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