Important Note

You are now leaving the Strong Valley Wealth & Pension, LLC ("Strong Valley") website. By clicking on the "Schwab Alliance Access" link below you will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Strong Valley or any advisor(s) whose name(s) appears on this Website. Strong Valley is/are independently owned and operated. Schwab neither endorses nor recommends Strong Valley. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Strong Valley under which Schwab provides Strong Valley with services related to your account. Schwab does not review the Strong Valley website(s), and makes no representation regarding the content of the Website(s). The information contained in the Strong Valley website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Article

Navigating Life's Biggest Moments: From Milestones to Curveballs, Are You Prepared?

Are you facing major life transitions? Whether expected or unexpected, this article dives into the core questions that many of us will face either now or in the future. The better prepared you are, the more confidence you will have to navigate them when the time comes.

May 19, 2025
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Some of life’s biggest moments come with celebration - like selling a business, welcoming a child, or retiring after decades of work. Others arrive quietly, like taking care of aging parents or handling a financial windfall you didn’t expect.

And sometimes, life just throws a curveball.

In moments like these, the question isn’t just, “What’s next?” It’s, “Am I ready?”

Here are just a few of life’s moments that may deserve a fresh financial conversation and a new perspective:

Selling a home or buying a new one

  • Are you considering the financial impact of your move - from liquidity to long-term goals?

Caring for aging parents or an ill loved one

  • Do you have a plan for caregiving costs, estate matters, or navigating tough financial conversations?

Getting married or divorced

  • Are your finances aligned with your new goals, or protected if things change?

Starting a business or stepping away from one

  • How are you managing cash flow, taxes, and long-term financial independence?

Having a baby, adopting, or planning for college

  • Have you built a strategy for education savings, insurance needs, or family planning?

Receiving an inheritance or settlement

  • Are you making intentional choices with your newfound wealth - focusing on preservation and growth, and using it wisely?

Preparing to retire - or realizing you’re not ready yet

  • Is your plan tax-efficient and built to last through the next chapter?

Each of these events can reshape your financial picture. The earlier you plan, the more options you have, and the less overwhelmed you’ll feel when the time comes.

We’re here to guide you through life’s most meaningful and difficult moments. Whether you’re planning ahead or facing a new normal, we’ll help you navigate with clarity and confidence.

If something on this list resonates with your current life season, simply reach out to us and we can set up a time to talk.

Other content you may like

  • What's Driving the Market

    Podcast Highlight - Answering Client Questions: Why doesn't my banker call me about higher rates?

    March 12, 2023
    Dispelling any confusion between a Depositor Relationship and a Custodial Relationship, the team clarifies why your Bank needs to have FDIC insurance and how they best serve you compared to a custodial service that is holding your assets so they can work for you.
    Read this Article
  • Becoming a Better Negotiator

    Becoming a Better Negotiator

    May 20, 2023
    Whether closing a sale, haggling over a price with a supplier, or discussing a raise with an employee – business owners negotiate nearly every day. Whether you are a beginner or a confident negotiator, these strategies can help you maximize your negotiating skills and improve your chances of building your business.
    Read this Article

  • Historic Dips in Bonds

    October 31, 2023
    Along with an October recap, team members Adam Tirapelle and Jason Rankin explain what’s happening with down bond returns and the history with bond returns using data going back to 1928. They also clarify drawdowns and the feeling they evoke, along with Housing, Cash Concerns and the effects of Global Events on the Market.
    Read this Article

  • Navigating Life's Biggest Moments: From Milestones to Curveballs, Are You Prepared?

    May 19, 2025
    Are you facing major life transitions? Whether expected or unexpected, this article dives into the core questions that many of us will face either now or in the future. The better prepared you are, the more confidence you will have to navigate them when the time comes.
    Read this Article
    • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    No, stay on StrongValley.comContinue to link
    phone-handset