Throughout the year, we’ve been providing the financial steps that should be taken during each life stage to ensure that you are living your best financial life. Here is a quick wrap-up of the year. Click on the month to read more.
- Add baby to insurance
- Adjust beneficiaries
- Open a college account
- Childcare planning
- Set goals
- Earning money
- Open a savings account
- Open checking account
- Start saving
- Have a budget
- Start building credit
- Be responsible
- Cover own expenses
- Apply for aid
- Student discounts
- Always budget
- Limit access
- Build emergency savings
- Use credit
- Start retirement planning
- Wedding planning
- Have conversations
- Budgeting
- Start saving
- Keep budgeting
- Update information
- Save for the future
SEPTEMBER (Married with Teens)
- Start building credit
- Be responsible
- Start budgeting
- Make mistakes
- Set expectations
- Check retirement
- Adjust insurance
- Time to downsize?
- Watch contributions
- Start paying down debt
- Create budget
- Plan Medicare
