A new job can change your salary, retirement plan, insurance benefits, and monthly cash flow within a few weeks. A marriage, inheritance, relocation, or retirement can move just as many financial pieces at once, even when the goals you care about remain familiar.
A major life transition creates a useful review point because the facts underneath the financial plan have changed. John Mateyko is a Fiduciary Financial Planner and Managing Partner at IDEX Financial whose career began in 1999 and includes experience with Dean Witter, Atlas Securities, US Bancorp, Chase, and Fifth Third Securities before he founded IDEX Financial in 2010.
