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Life events

Each milestone in your life brings new financial opportunities and challenges. Here are some guidelines for thinking about how important life events may affect your financial health, as well as steps you can take to stay on track toward your goals. 

Starting a new job

You’ll need to choose benefits, enroll in your retirement plan, make tax elections and set up your direct deposit. Use this checklist to get started

Getting married

It’s easy to get caught up in the excitement of planning a wedding. While it’s one of your biggest life events, you also may want to think about setting new, shared financial goals. Learn about marriage and finances.

Like marriage, a domestic partnership means you’re ready to share your life with your partner. However, a domestic partnership has different financial implications compared to marriage. Understand the differences.

Planning for your new child

Having a child can be one of life’s greatest events and also one of life’s greatest responsibilities. Learn how you can prepare.

Losing a loved one

Losing a loved one creates a heavy emotional and financial burden. Plan ahead and consider short-term decisions.

Handling a divorce

Getting divorced presents many difficult financial issues. There are some important steps you’ll want to take, now and in the future. Learn how you can protect yourself.