Planning Perspectives

A look at life and finance from every angle.

From personal to professional, from family to financial, there are many facets to your life. Yet, each is interconnected. Planning Perspectives is a source of ideas and information to help you make the most of them all, all together.


Baby-proofing your finances

June 7, 2016 Family

Review this checklist and prepare for parenthood with open eyes and special financial care.

So, you’re going to be a parent. Exciting? Yes. Scary? Certainly. While finances may seem to be a daunting part of your new, more fiscally responsible life, this is just the beginning of navigating all that having a child brings. No doubt, you want to be debt-free with a solid retirement plan in place and the ability to take care of college costs. Don’t be afraid to ask for help from a professional to put a plan in place designed to reach your goals – the best way to overcome fear is to acknowledge concerns and make a plan to address them.

The first year of baby’s life is hectic – checkups, first smile, first teeth, first steps – so it’s a good idea to get as much done as soon as you can. As time goes by, and your to-do list is checked off, you’ll thank yourself for baby-proofing your finances.

Making the Decision to Have a Baby

Using those Nine Months Wisely

Planning with Baby at Your Side