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.
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.
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
Caring for aging parents or an ill loved one
Getting married or divorced
Starting a business or stepping away from one
Having a baby, adopting, or planning for college
Receiving an inheritance or settlement
Preparing to retire - or realizing you’re not ready yet
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.