Budgeting

A Major Life Transition Can Be the Right Time to Revisit Your Financial Plan With John Mateyko

Major life transitions like a new job, marriage, or inheritance are ideal times to revisit your financial plan, as they change the underlying facts of your financial situation. John Mateyko, a Fiduciary Financial Planner, emphasizes identifying what changed, rebuilding cash-flow, and reviewing new benefits to update your plan effectively.