Life Events

Life Events

Life is full of changes, and surprises. Use these guides to help you make sound financial decisions.

Getting Married

Becoming a Parent

Preparing for College

Developing a Financial Plan

Dealing with Your Bank

Improving Your Credit

Choosing A Professional

Buying Insurance

Getting a Loan

Planning For Retirement

Buying & Maintaining A Car

Buying & Selling A Home

Planning Your Estate

Making Charitable Contributions

Avoiding Scams

Getting Divorced or Becoming Widowed

Coping with Major Illness

Coping with Death of a Loved One

Improving Your Retirement

Handling Other Situations