When Life Changes, So Should Your Plan
When what matters most in your life shifts, your financial plan should reflect it. These moments aren’t just checkpoints—they’re opportunities to bring your money, goals, and values back into alignment.
Here are some of the life changes that most often call for that kind of clarity:
- Business sale or succession
Liquidity, taxes, estate structure—what worked when you were running the business may not serve your next chapter.
- Retirement or early exit
Shifting from saving to spending brings new risks and opportunities. Distribution planning, taxes, and timing are key.
- Clarifying and aligning family legacy objectives
As priorities shift across generations, your estate, gifting, and beneficiary strategies should continue to reflect what matters most. Thoughtful alignment today helps ensure your wealth supports the people and causes you care about—now and in the future.
- Loss of a spouse or partner
One of life’s most difficult transitions. It’s also a moment when smart updates to your financial plan can protect the future.
- Caring for an aging parent or a loved one with special needs
From long-term care to benefit protection, these responsibilities deserve thoughtful, tailored planning—for today and for what’s ahead.
- Divorce or remarriage
Relationship changes can affect beneficiaries, account ownership, and long-term goals. A fresh plan can prevent future issues.
As your personal balance sheet grows, life transitions come with added complexity. But they’re also an opportunity—to strengthen your plan, protect your wealth, and align everything with your values.
Let’s make sure your plan still fits your life. If something’s changed, we’re here to help you adapt—clearly and confidently.
*The foregoing content reflects the opinions of Van Hulzen Asset Management DBA "Van Hulzen Financial Advisors" and is subject to change at any time without notice. Content provided herein is for information-al purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful. Van Hulzen Asset Management is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill and or expertise. Van Hulzen Asset Management does not provide tax advice, please consult your tax professional for any specific tax related questions.