Life events
Key life events often trigger the need for advice
Your financial plan and investments may be going along just fine, and then something important happens in your life and the plan needs to change in order to stay on track.
The articles below are designed to help you think through some of these key life events.
Divorce
As with any significant life change, a divorce can be an emotional and stressful period with financial ramifications. Learn how to be prepared.
Read MoreBirth of a child
Having a baby is one of the most exhilarating and awe-inspiring moments in most people’s lives, but comes with financial complexities that can be dealt with by planning ahead.
Read MoreWedding planning
When planning a wedding, often both partners have begun to save, invest, and accumulate assets. Premarital financial planning has therefore become extremely important.
Read MoreNew job
On the first day of your new job, you are handed a very large packet of paperwork and asked to choose your employee benefits. Where do you start?
Read MoreThe need for long term care
Seventy percent of people turning age 65 will need some type of severe long-term services and support in their lifetime. The goal is to be prepared so, if you turn out to be one of them, it doesn’t derail your overall financial plan.
Read MoreCaregiving for a loved one
While becoming a caregiver may be unexpected, there are some advance steps you can take so you won’t be caught completely off guard.
Read MorePlanning for special needs
When families have dependents who may be considered to have special needs, planning for a secure financial future for this dependent can become extremely complex and often daunting.
Read MoreAdvance health care planning
As we get older, it becomes increasingly important to ensure that our health care needs and desires are well documented and understood by our family, friends, medical providers, and professional advisors.
Read MoreTaking care of a parent
They call it the “sandwich generation,” when we balance caring for our parents, or grandparents, at the same time as we care for our children.
Read MoreInterested in information about other topics?
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