Life Events
Life Events
Life is full of surprises, and it’s helpful to have plans in place to deal with them. Whether you are buying or selling a home, transitioning to a new job, or getting married, being prepared could help keep your retirement strategy on track.
Working for a Living
- Your First Job — Financial habits to adopt for your entire working life
- Changing Jobs — Jobs change but your retirement savings should stay the course
- Losing a Job — Making your next move count
- Working in Retirement — Ease into retirement
Getting Married
- Blending Bank Accounts — Separate or joint accounts?
- Budgets Keep You Aligned — Adjust and maintain a household spending plan
- Saving for Retirement — Create a shared retirement goal
Getting Divorced
- Legal Changes — Revisit your will, life insurance and beneficiary designations
- Revisit Retirement — Divorce may affect what you’ve saved
Losing Your Life Partner
- Get Organized — You’ll need to locate a number of documents
- Take Action — Changing your insurance, benefits, and budget
Having Children
- Having a Child — How changing diapers may change your financial planning
- Special Needs — Special needs require special planning
- College — Empty your nest, not your savings
- Grandchildren — Tips on providing for future generations
Choosing Your Home
- Becoming a Homeowner — How are you going to pay for your first home?
- Buying a Second Home — Moving up in the world
- Downsizing — Rethinking your housing needs
Eldercare
- Gather Data — Recording the important information you’ll need
- Look into the Future — Help make sure your parents won’t outlive their savings
- Long-Term Care — If your parents can no longer take care of themselves
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