{"id":22568,"date":"2025-07-09T00:10:15","date_gmt":"2025-07-09T06:10:15","guid":{"rendered":"https:\/\/woodriverweekly.com\/?p=22568"},"modified":"2025-07-09T16:20:26","modified_gmt":"2025-07-09T22:20:26","slug":"for-everything-there-is-a-season","status":"publish","type":"post","link":"https:\/\/woodriverweekly.com\/index.php\/2025\/07\/09\/for-everything-there-is-a-season\/","title":{"rendered":"For Everything There Is A Season"},"content":{"rendered":"<figure id=\"attachment_17718\" aria-describedby=\"caption-attachment-17718\" style=\"width: 300px\" class=\"wp-caption alignright\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-17718\" src=\"https:\/\/woodriverweekly.com\/wp-content\/uploads\/2022\/04\/Suzanne-White-Square-300x273.png\" alt=\"\" width=\"300\" height=\"273\" srcset=\"https:\/\/woodriverweekly.com\/wp-content\/uploads\/2022\/04\/Suzanne-White-Square-300x273.png 300w, https:\/\/woodriverweekly.com\/wp-content\/uploads\/2022\/04\/Suzanne-White-Square-150x136.png 150w, https:\/\/woodriverweekly.com\/wp-content\/uploads\/2022\/04\/Suzanne-White-Square.png 371w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><figcaption id=\"caption-attachment-17718\" class=\"wp-caption-text\">Suzanne Hazlett, MBA, CIMA\u00ae, CFP\u00ae, founder of HAZLETT WEALTH MANAGEMENT, is a Certified Investment Management Analyst\u00ae and CERTIFIED FINANCIAL PLANNERTM professional.<\/figcaption><\/figure>\n<p><em>BY SUZANNE HAZLETT, MBA, CIMA\u00ae, CFP\u00ae<\/em><\/p>\n<p><em>\u201cIf you stay stuck in the past season or fixated on the future season, you will miss the one you\u2019re in.\u201d \u2013 Maree Dee<\/em><\/p>\n<p>The Securities and Exchange Commission (SEC) requires every public company to file quarterly reports. These reports contain relevant financial information about the company\u2019s financial performance, changes to its business operations and key personnel. Generally, the executive summary, highlights, and future goals and objectives are also included in the quarterly reports.<br \/>\nAdopting a similar approach to your personal finances can be a worthwhile habit to develop and maintain with your advisors. In addition to reviewing investment performance, there are many equally or even more important life events to include in your financial wellness review. In preparation for your review meeting, consider if any of the following are anticipated or have occurred so you can incorporate discussion of the events into your conversation with your advisor.<\/p>\n<ul>\n<li>MARITAL STATUS CHANGES \u2014 marriage, divorce, separation, widowed<\/li>\n<li>REAL ESTATE OWNERSHIP CHANGES \u2014 bought or sold, refinanced, multiple-state locations<\/li>\n<li>FAMILY LIFE CHANGES \u2014 births, deaths, illness, adoptions, elder care<\/li>\n<li>OUTSIDE ASSETS CHANGES \u2014 retirement account rollover, neglected accounts<\/li>\n<li>EMPLOYMENT EVENTS \u2014 income changes, career changes, changes to employee benefits<\/li>\n<li>MAJOR BUSINESS CHANGE \u2014 new business purchase, sale, developing an employee benefit package<\/li>\n<li>HEALTH CHANGES \u2014 long-term care events, insurability considerations<\/li>\n<li>RETIREMENT PLAN CHANGES \u2014 retirement date, location, lifestyle expenses<\/li>\n<li>CHARITABLE INTENT CHANGES \u2014 sourcing funds for philanthropic wishes<\/li>\n<\/ul>\n<p>A quarterly review is a valuable financial planning practice that involves assessing your financial situation every three months to ensure you are on track with your financial goals. The process involves reviewing events in your life, your income, expenses, portfolios, debt, and any progress or lack of progress you may be experiencing to determine whether your current financial plan is working effectively. Having substantive, seasonal conversations with your advisor and supplementing the communication more frequently as needed can be a contributing factor in your success.<\/p>\n<p><em>Suzanne Hazlett, MBA, CIMA\u00ae, CFP\u00ae, is a Certified Investment Management Analyst\u00ae and CERTIFIED FINANCIAL PLANNERTM professional. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Securities are offered through Raymond James Financial Services, Inc., member FINRA\/SIPC.. HAZLETT WEALTH MANAGEMENT, LLC is independent of Raymond James and is not a registered broker\/dealer. 675 Sun Valley Road, Suite J1 + J2, Ketchum, Idaho, 83340 208.726.0605 HazlettWealthManagement.com<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>BY SUZANNE HAZLETT, MBA, CIMA\u00ae, CFP\u00ae \u201cIf you stay stuck in the past season or fixated on the future season, you will miss the one you\u2019re in.\u201d \u2013 Maree Dee The Securities and Exchange Commission (SEC) requires every public company to file quarterly reports. These reports contain relevant financial information about the company\u2019s financial performance, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":15233,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"tdm_status":"","tdm_grid_status":"","_pvb_checkbox_block_on_post":false,"footnotes":""},"categories":[2,16],"tags":[],"class_list":{"0":"post-22568","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-commentary","8":"category-finance"},"_links":{"self":[{"href":"https:\/\/woodriverweekly.com\/index.php\/wp-json\/wp\/v2\/posts\/22568","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/woodriverweekly.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/woodriverweekly.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/woodriverweekly.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/woodriverweekly.com\/index.php\/wp-json\/wp\/v2\/comments?post=22568"}],"version-history":[{"count":1,"href":"https:\/\/woodriverweekly.com\/index.php\/wp-json\/wp\/v2\/posts\/22568\/revisions"}],"predecessor-version":[{"id":22569,"href":"https:\/\/woodriverweekly.com\/index.php\/wp-json\/wp\/v2\/posts\/22568\/revisions\/22569"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/woodriverweekly.com\/index.php\/wp-json\/wp\/v2\/media\/15233"}],"wp:attachment":[{"href":"https:\/\/woodriverweekly.com\/index.php\/wp-json\/wp\/v2\/media?parent=22568"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/woodriverweekly.com\/index.php\/wp-json\/wp\/v2\/categories?post=22568"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/woodriverweekly.com\/index.php\/wp-json\/wp\/v2\/tags?post=22568"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}