Financial and legal insights for each stage of your life.
At every life stage, there are financial and legal considerations. The Life Lessons Webinars are designed to provide you with a high-level perspective on navigating these stages.
Finding your Financial Footing
Getting a job also means deciphering a company's benefit plan, signing up for health care, retirement options, and more. This webinar will provide explanations, insight, and clarification on what you should consider when starting a new job (ranging from beneficiaries to exemptions to savings plans).
Love and Money
Money and love are sticky subjects. What happens when one partner's spending and saving habits don't align with the other's? What if one partner has significant debt (bankruptcy or big loans) or one partner comes from substantial money? Hear from professionals about what you should consider (financially) when you're thinking about formalizing your partnership.
Protecting Your Nest
So, you're settling down...perhaps purchasing a house or starting a family. What are the things that you need to consider (and act upon) once you start owning property and when kids enter the picture? We will explore various insurance vehicles, discuss trust and custody issues, and provide insight into what to look for when hiring a financial planner.
Preparing for the Inevitable
There comes a time in every one's life when you need to think about the inevitable. For many families, being unprepared creates more work, legal red tape, and potential family conflicts. If only we were better prepared and had made sure that we had all our papers in place (wills, healthcare and medical powers of attorney, etc.). This webinar provides insight into the documents you should have in hand and how to begin those discussions with your loved ones.
Ready. Set. Retire!
You've worked hard, saved your money, and now you're starting to think about retirement. Can you retire early? How do you cover health care during retirement?
Learn more about the lifecycle of spending during retirement, how to plan for retirement, and different social security withdrawal strategies.
- Social Security Overview (pdf)
- Evaluating Early Retirement (pdf)
- Healthcare in Retirement (pdf)
- Loss of a Family Member Guide (pdf)
- Helpful Links (pdf)
Death is in the Details
Preparing for your own death means you have a lot to think about: do you want to leave a legacy or spend it all while you're here? Are inheritance taxes the same in every state (hint: the answer is no)? What are your final wishes, and are people prepared (and have you done the proper paperwork) so that those wishes can be followed? What do you need to do if you are wrapping up an estate?
Our team of experts will provide guidance and insight to help you prepare.
Taxes for Life's Milestones
Life's milestones come with celebrations, emotions, and decision-making. It's easy to get caught up in the planning and details of events while neglecting to consider tax planning.
Starting a new job, marriage or divorce, buying a home, starting a family, retirement, and death all present unique tax issues and require proactive decisions to optimize tax consequences.