Growing Family

Maybe you’re recently married or planning to start a family.  What are the right steps you should begin taking now to make sure you are on the right path financially?

Some questions to consider:

• How much should we be saving a month?
• What is an emergency plan?
• Why do I need life insurance and how much? For who?
• Is my company’s plan the best place to be saving?
• How do we begin to budget and plan for the future? College?
• Why should I start saving for retirement now?

Relevant Articles

• Irrevocable Life Insurance Trust (ILIT)
• Financial Aid 101
• Setting and Targeting Investment Goals
• Can You Avoid a Layoff?
• 529 College Savings Plans

For more information please call us at (847) 550-6100 or email here.