Life
Events
Impacting
Financial
Planning
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1. Marriage
Merge accounts, budget together, review insurance, and discuss long-term goals.
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2. Divorce
Reassess finances, deal with property, update insurance, beneficiaries, and rethink retirement plans.
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3. Birth of a Child
Plan for healthcare, education, and long-term security using child-specific tools. Adjust the budget accordingly.
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4. Career Transactions
Prepare for income fluctuations with an emergency fund, budget adjustments, and explore income diversification.
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5. Inheritance or Windfall
Handle windfalls wisely by addressing taxes, clearing high-interest debt, diversifying investments, and seeking professional advice for a solid wealth plan.
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6.Health Related Events
Safeguard finances against health issues with good insurance, an emergency fund, and critical illness coverage.
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