MARRIAGE

  • Merge Accounts
  • Insurance
  • Set Goals

DIVORCE

  • Divide Assets
  • Alimony / Support
  • Re-Evaluate Plan

RETIREMENT

  • Income Planning 
  • Asset Management 
  • Required Distributions

START CAREER

  • Rules of Thumb
  • Retirement Savings
  • Repay Student Debt

BEREAVEMENT

  • Pre-Planning
  • Inheritance
  • Probate & Estate

BUYING HOME

  • Down Payments
  • Picking a Lender
  • Mortgage App Process

PARENTHOOD

  • Estate Protection
  • Risk Management
  • Household Budget

COLLEGE

  • 529 Plans
  • Saving Strategies
  • Financing Options

JOB CHANGE

  • 401k Rollover Options
  • Benefit Analysis
  • Re-evaluate Projections