Matt and Caroline were officially empty nesters. They had just helped their daughter move to her first apartment as she began her first “real” job. As they adjusted to this new phase of life, they looked at their finances to see if any changes needed to be made. They reviewed their retirement accounts and began to wonder if they really were saving enough. And did they need to keep all the accounts separate? Some were tied to jobs Matt held many years ago! Their life insurance policies were up for renewal this year and they questioned if it was worth paying the increased premiums. They always felt they were fairly informed when it came to financial matters, but now they found themselves wondering if there was someone who could help them with their questions.

Click here to find out how a financial planner was able to help Matt and Caroline with their questions.

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