Major life changes can shift time horizons, liquidity needs, and risk tolerance. Revisit allocations after transitions so the portfolio still supports your goals.
About the Author
Scott McDowell, Owner / Financial Advisor
McDowell Insurance and Financial Services was founded in 2003 by Scott McDowell. As a former teacher and coach, Scott McDowell understands the challenges that many educators face when trying to understand their retirement benefits or preparing for the future with comprehensive insurance solutions. He provides the education and support that educators and school employees need to make these important life decisions. As part of the family, we provide financial literacy education and are actively involved in supporting our local Greenville and Inman communities.
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