Now What
Over the course of a lifetime, there are milestone events that bring new challenges and opportunities. Occasions like these, such as graduating from college, getting married and starting a family, also come with a new set of financial issues to consider. The Now What? series of articles is intended to help our clients explore these issues and learn more about how to deal with them.
You've Graduated From College — Now What?
You're young, bright and have the world at your feet. Right now is the best time to prepare for your financial future.
You've Gotten Married — Now What?
Now that you're building a life with someone else, it's an important time to re-evaluate your financial needs and goals.
You've Bought A New Home — Now What?
Congratulations on owning a new home. The kitchen, the foundation and the leaky roof—they all belong to you. Discover how this added responsibility factors into your financial picture.
You've Had A Baby — Now What?
Congratulations on your little bundle of joy! Becoming a parent is an exciting phase of life; and one that involves increased financial responsibility.
You've Started A New Job — Now What?
You brought your lucky pen, your photos and your favorite stapler. Now, what to do about the 401(k) you left at your former employer?
You Just Got A Windfall — Now What?
Before you take a lump sum and buy a convertible—read on to learn the ramifications of cashing in on a sudden windfall.
Money Is Tight — Now What?
Even during lean times it's important to continue to save and invest. This edition of Now What, which includes a Monthly Budget Worksheet, shows you how.
Your Child Graduated From College — Now What?
Your child just received his or her degree. The next step is earning an “A” in personal money management.
You've Gotten a Late Start — Now What?
It's no secret that it's a good idea to have time on your side when saving for retirement. But if you've gotten a late start, read on to find out simple ways that you can catch up.
You're a Grandparent — Now What?
You can do more for your grandchildren's financial futures above and beyond sending checks on their birthdays.
