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2922599
Life Events
Descrição
Life events concept
Sem etiquetas
life
events
web
Mapa Mental por
zahernada
, atualizado more than 1 year ago
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Criado por
zahernada
mais de 9 anos atrás
67
0
0
Resumo de Recurso
Life Events
Marriage
Merge Accounts
Renew tax files
Short-term honeymoon/wedding ceremony expense
Divorce
Short-term legal counseling fees
Tax return and tax liability
Cancel joint accounts
Build independent credit history
Birth
Increase savings
Education plans
Update Insurance coverage and wlls
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
New Job
Job benefits adjusted
Increase in life insurance
Possible relocation expenses
New House
Short-term down payment
Mortgage payments
Insurance and maintenance costs
Real-estate taxes
Medical Emergency
Large medical expense
Potential necessary loan
Payment plan to avoid damage to credit score
Possible qualification for federal tax reduction
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