Life Transitions
The major changes during your life often necessitate a review of your financial plans. Such events include graduating from college, getting your first job, getting married (or divorced), having kids, buying a house, sending your kids to college, having grandkids and retiring.
Wedding Costs: Smart Budget Tips for Wedding Guests
Wedding costs can add up fast when invites stack up. Learn how to budget for outfits, travel, and gifts without derailing your financial plan.
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Life changes can reshape your budget, insurance and legacy plans. Use these five checkpoints to prepare with more confidence and control.
The holidays are a time of joy, reflection and family. When families communicate openly and set clear financial expectations, they can reduce tension and focus on what really matters — spending meaningful time together and building a stronger future.
Planning a career change? Learn key financial tips from CFP® Felicia Wong to budget wisely, manage benefits, and prepare for a smooth transition
A practical financial guide for young LGBTQ+ individuals. Learn how to budget with awareness, save for gender-affirming care, build credit, create an emergency fund, and plan for long-term security—all tailored to your unique journey.
Learn how to prepare financially for a service animal.
While service members are focused on protecting our country, securing your financial future is equally important. Military veterans face a unique financial landscape, balancing new careers, healthcare needs, accessing benefits and building stability after service.
Perhaps you are facing financial challenges but have never worked with a financial planner. Maybe you are asking yourself whether you need help with your finances. CFP® professionals are qualified, experienced, and skilled at working with clients and sharing financial advice during life’s many transitions.
Once you’ve graduated from college it is important to focus on tactics to increase savings. These tips will help build good financial habits early on.
Has your mother been significantly involved in the big financial decisions with your Dad, or does he handle them on his own? Does she meet with financial advisers or brokers? Does she know where all the money is kept?
Major events like the COVID-19 pandemic highlight the importance of informed financial planning and investing. Big events outside of our control can serve as a reminder to plan for a more financially stable future. Likewise, key life transitions can also awaken a need for financial planning.