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Life Event Guides

Below is a listing of several helpful guides we have assembled to address the financial implications of a series of life events. Click on the title to access the guide.

Buying a Car

Purchasing a vehicle can be a major financial decision, and it can be an emotional one, as well. This guide contains a range of tools and some quick descriptions on how you might use them.

Paying for College

A college education is one of the most significant investments you will make in your lifetime and one of the most important decisions in the life of you and your child. This guide has several tools to help you make informed and educated decisions about selecting a college and how to pay for it.


Is there a more significant life event than getting married? There is much to consider both prior to marriage and after you have become one. This guide contains tools to help you with both.

Birth of a Child

Congratulations! You are expecting the birth of a child. In just a matter of months your life will change in ways you can’t possibly predict or understand right now. But what you can do is plan and prepare for the big day and beyond. This guide has tools and resources to help you do that.


The time has come to pull up stakes and relocate. This guide contains tools and resources to help make one of the most stressful life events a little easier to manage.