Life Events

Life is full of surprises. Often, a pivotal event, such as marriage, a new child, or a family emergency results in a new focus on financial security. Planning for life's major changes can help bring peace of mind, and help you to meet your financial goals. This section provides suggestions on how to prepare for these events and keep your finances on track.

Birth

Learn to save for your child's education.

First Job

Take advantage of savings plans offered at your workplace.

Marriage

Open up about your finances to your spouse.

Caring for Loved Ones

Learn to protect your nest egg and that of your loved ones.

Inheritance

Make the right decision about your monetary gift.