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Life Events
Are You Financially Prepared to Meet These Challenges?
Life is a series of milestones. Some are joyous occasions and others are more serious events, but each carries financial implications. Sometimes we become so wrapped up in the events that we fail to adequately consider the associated financial obligations.
The following checklists are designed to help you add better financial planning to your life events. When you plan well, you can enjoy each phase of your life a little more.
View these short checklists as broad overviews. Each person's life experience is unique, and your financial planning should be customized to fit your needs. The following lists will give you a starting point — things to think about so you can build a more financially secure future. To develop an individualized plan matched to your specific experiences and lifestyle, you may want to consult a financial professional.
Retiring — Once you've reached this big turning point in your life, you'll need a careful plan to help ensure that your accumulated money will be there for you.
Planning Your Estate — Ignoring this issue could cost your heirs thousands of dollars and cause considerable anguish.
Managing an Inheritance — If you inherit money, even a modest amount, you need time to carefully consider your options so you won't make an impulsive decision.
Getting Married — Marriage represents one of life's most exciting turning points. It means that you'll be making many future decisions as part of a partnership instead of as an individual.
Raising a Family — When you're raising a family, you'll need to prepare for future expenses, and you'll need safeguards to protect your child's future if something should happen to you.
Investing for a Child's Education — If you have young children, the price you'll pay for their education could be significantly higher than today's prices. So how do you save enough money for college and still maintain your other goals?
Coping with Divorce — If you're facing a divorce, maintaining your finances is critically important.
Nothing contained in this publication is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a qualified professional.
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Products and services described on these websites are intended for Canadian residents only. Information on these sites should not be considered a solicitation to buy or an offer to sell a security to any person. Persons outside Canada may find more information about products and services available within their jurisdictions by going to Russell's worldwide site, http://www.russell.com.
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