2922599
Life Events
- Marriage
- Merge Accounts
- Renew tax files
- Short-term honeymoon/wedding ceremony expense
- Merge Accounts
- Divorce
- Short-term legal counseling fees
- Tax return and tax liability
- Cancel joint accounts
- Build independent credit history
- Short-term legal counseling fees
- Birth
- Increase savings
- Education plans
- Update Insurance coverage and wlls
- Increase savings
- Death
- Short-term funeral costs
- Apply for death benefits
- Restructure deceased person's bank and brokerage accounts
- Distribute the assets as indicated on the will
- Short-term funeral costs
- New Job
- Job benefits adjusted
- Increase in life insurance
- Possible relocation expenses
- Job benefits adjusted
- New House
- Short-term down payment
- Mortgage payments
- Insurance and maintenance costs
- Real-estate taxes
- Short-term down payment
- Medical Emergency
- Large medical expense
- Potential necessary loan
- Payment plan to avoid damage to credit score
- Possible qualification for federal tax reduction
- Large medical expense
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