Life Events

Many things can change your financial situation.

Marriage, a new baby, a death, or a job change are life events that should prompt a review of your financial portfolio. We can help you prepare financially for major milestones with more confidence.

Whitepapers

  • Events that occur in your life can affect your financial goals and plans.

     

     

     

     

    While the prospect of getting married can be both exciting and daunting, it’s also a good time for you and your future spouse to discuss your finances.

     

     

     

     

    Information that can help you with concerns you may face after your divorce.

  • Free Resource When Divorce Happens The Main Street GroupRecovering from a divorce is difficult, but it’s important to remind yourself that you can, and will, move on. This guide will provide some tips to help you manage the process and move ahead to a brighter financial future.

     

    A preliminary guide for men and women in transition after loss.