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Financial Guides / Life Events 

Life Events

Life is full of changes, and surprises. Use these guides to help you make sound financial decisions.

Getting Married
Becoming a Parent
Preparing for College
Developing a Financial Plan
Dealing with Your Bank
Improving Your Credit
Choosing A Professional
Buying Insurance
Getting a Loan
Planning For Retirement

Buying & Maintaining A Car
Buying & Selling A Home
Planning Your Estate
Making Charitable Contributions
Avoiding Scams
Getting Divorced or Becoming Widowed
Coping with Major Illness
Coping with Death of a Loved One
Improving Your Retirement
Handling Other Situations

Getting Married

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Financial Guides

  • Getting Married (or Divorced): Some Financial Guidelines

  • Life Insurance: How Much and What Kind To Buy

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FAQ

  • Getting Married: Frequently Asked Questions

  • Life Insurance: Frequently Asked Questions

CONTACT

HOURS

560 West 218 St., Suite 4C

New York, NY 10034

Monday Friday
9:00 a.m. - 5:00 p.m.
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Saturdays:
By appointment only

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