Paul Katz AEP, MSFS, CLU

Family and Life Changes

Big changes can happen in your life at any time, so you have to think carefully about financial decisions that may affect your future. Whether your family is growing or you're trying to limit the impact of a transition on your loved ones, remember your long-term goals. You may be considering important life events like college or marriage; you may be put in a position of caring for the people who supported you throughout your life; or you may be negotiating a settlement to divide your combined assets—no matter what the situation, you've got a lot to think about. Planning now could help make the difference between just getting by and living comfortably down the road.

Here are some options to consider:

CRN202102-244092 

Contact Information:

Barnum Financial  

565 Taxter Road suite 625 6th Floor
Elmsford, NY 10523

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 6 Corporate Drive Shelton, CT 06484

 

CRN201912-223852

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