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Respond to changing situations

As part of the ongoing review process, LS Wealth continually assesses your goals and strategies to determine what, if any, changes are needed during your retirement journey. Retirement is not static — it’s dynamic and always changing. That means that as your situation changes, your retirement plan also needs to adapt.

Many retirees find themselves in situations that they didn’t anticipate while planning for retirement. That’s why you partnered with LS Wealth — we are experienced in the unexpected situations that occur during retirement. These can include:

  • Severe or chronic illnesses
  • Widowhood
  • Divorce
  • Relocation
  • Downsizing
  • Changes in employment

That’s in addition to the risks that every retiree faces, which include longevity, tax and inflation risks. Retirement is an incredibly rewarding stage of life, which can also bring many challenges. Let us help you navigate your retirement journey.