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.
From Service to Civilian Life: Financial Planning Essentials for Veterans
Use this guide to financial planning for veterans entering civilian life, including benefits, insurance, education, retirement and health care.
The Latest
An empty nest can change more than your household. Learn how to redirect cash flow, rethink housing, support adult children and refocus your financial plan.
Use this financial checklist for moving abroad to prepare for taxes, banking, retirement, healthcare, Social Security and estate planning.
Wedding costs can add up fast when invites stack up. Learn how to budget for outfits, travel, and gifts without derailing your financial plan.
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.