Life Events

Every stage of life has its own financial needs and concerns. The life events on this page can help you target the key financial strategies and issues that are likely to be most important to you in this stage of your life.

Starting Out Changing Jobs Coping with Unemployment Getting Married Starting a Family Buying a Home Saving for College Starting a Business Planning/Saving for Retirement Managing College Expenses Long-Term Care Planning Planning an Estate Planning for Business Succession Nearing Retirement/Retirement Caring for an Aging Parent Loss of Spouse Financial Windfall Getting Divorced