MARRIAGE

  • Merge Accounts

  • Insurance

  • Set Goals

DIVORCE

  • Divide Assets

  • Alimony / Support

  • Re-Evaluate Plan

RETIREMENT

  • Income Planning

  • Asset Management

  • Required Distributions

Starting CAREER

  • Rules of Thumb

  • Retirement Savings

  • Repay Student Debt

GRIeving

  • Pre-Planning

  • Inheritance

  • Probate & Estate

HOMe purchasE

  • 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