Seeking Advice on Navigating Major Life Changes & Financial Goals

[Debbie Nunez]

Hi everyone,

I’m currently experiencing some significant life changes that are impacting my financial goals. I’m feeling a bit overwhelmed and unsure about how to proceed—whether I should readjust my plans or consider abandoning certain goals altogether.

If anyone has experience or insights on how to prioritize during such transitions, I would greatly appreciate your guidance. Please feel free to send me a direct message or share your thoughts here.

Thanks in advance for your support!

[Rick Albert]

Hey Debbie,

There needs to be a little more context. I've had all sorts of life events that have triggered changes in my financial planning. You just need to pivot or stay the course when necessary. 

Regarding Chris's comment, that can be true depending on the circumstances. However you would need to talk to someone savvy enough to help, not someone who will just tell you want you want to hear.

Best,

Rick