Table of Contents
For each of us, there are many life stages to consider. Whether it be preparing for a new baby or a loved one's death, it's important to know how to help ensure you remain financially secure. While there are many things to consider in each of these stages, properly preparing yourself can reduce stress. The road of life has many twists and turns, but knowing where you're headed could help you stay on track for tomorrow. These financial considerations could help you get started on your journey, no matter where it takes you or how you get there.
Heading to College
- Make a Plan to Become Financially Independent
- Learn How to Budget
- Create an Emergency Fund
- Develop a Road Map for Retirement
- Consider Life Insurance Protection: Term, Whole and Universal
Entering the Workforce
- Examine Employee Benefits
- Adjust Your Budget
- Increase Your Emergency Fund
- Fine-tune Your Road Map for Retirement: Individual Retirement Account (IRA)
- Check Out Disability Income Insurance Protection
- Consider Life Insurance Protection: Term, Whole and Universal
Getting Married
- Begin Saving for Your First Home
- Set Up a Budget Together
- Build an Emergency Fund Together
- Add Your Spouse to Your Road Map for Retirement
- Analyze Your Investment Options: Mutual Funds
- Explore Accidental Death Insurance Protection
- Consider Life Insurance Protection: Term, Whole and Universal
Buying Your First Home
- Adjust Your Budget
- Increase Your Emergency Fund
- Reevaluate Your Road Map for Retirement
- Analyze Your Investment Options: Mutual Funds
- Look Over Critical Illness Insurance Protection
- Consider Life Insurance Protection: Term, Whole and Universal
Starting a Family
- Research Parental Leave Options
- Save for Your Baby's Future: 529 College Savings Plan
- Adjust Your Budget
- Increase Your Emergency Fund
- Reevaluate Your Road Map for Retirement
- Analyze Your Investment Options: Mutual Funds
- Think About Long-Term Care Insurance Protection
- Consider Life Insurance Protection: Term, Whole and Universal
Changing Careers
- Review Rollover Strategies for Company Plans
- Reevaluate Your Road Map for Retirement: Make Catch-Up Contributions
- Check Out Disability Income Insurance Protection
- Evaluate Medicare Supplement Insurance Protection
- Consider Life Insurance Protection: Term, Whole and Universal
Entering Retirement
- Determine Your Social Security Benefits
- Adjust Your Budget
- Fine-tune Your Road Map for Retirement
- Investigate Your Annuity Options: Fixed, Variable, Immediate
- Think About Long-term Care Insurance Protection
- Evaluate Medicare Supplement Insurance Protection
- Consider Life Insurance Protection: Term, Whole and Universal
Leaving a Legacy
- Establish a Plan for Wealth Transfer
- Choose a Beneficiary for Select Annuity Payouts
- Choose a Beneficiary for Your Life Insurance Death Benefit
- Choose a Beneficiary for Your Accidental Death Insurance Benefit
Learn how you could build a strong financial foundation with Western & Southern.
