Life Events Happen

David Reardon, Financial Advisor, RICP

August 25, 2020

Ever Wonder Where To Turn When Experiencing a Life Event?

Have you ever had a "Life Event" happen to you? Of course you have. Life Events are not only the "Big" things, but rather they are the normal everyday events that happen to us as we go through life. But oftentimes the first time we face a specific event, we may not really know how to handle it or what to do. Life Events such as:

Losing a job
Dealing with Aging Parents
Getting a Pay Raise or Promotion
Starting a Business

Life events don't even have to be BAD. They can be good events as well and whenever we are faced with a first time Life Event, wouldn't it be nice if we had a Checklist or a Flowchart that could help us navigate through the complexities?

We do!

I've created a number of Checklists and Flowcharts that can be used as a guide or a tool. Check out my website here, for the list of Life Events and if you would like one, click on the link and I'll send it to you. https://www.reardon-associates.com/important-downloads

And if I can be of help in supporting you through the Life Event you are facing, for both the Good and the Bad events, THAT is what I"m here for.

Keep this page bookmarked for future reference, as I will continue to create additional Checklists and Flowcharts over time. I hope you find them valuable!

Below are some of Checklists and Flowcharts available to help you navigate through these Important Life Events

Financial

Important 2020 Tax and Financial Numbers

Life Events and Life Planning

What Emergency Relief Options Should I Consider During the Coronavirus Pandemic?
What Issues Should I Consider During a Recession or Market Correction?
What Issues Should I Consider Before The End of the Year?
What Accounts Should I Consider If I want to Save More?
What Documents Do I Need to Keep on File?
As Someone Who is Working, What Issues Should I Consider When Reviewing my Tax Return?
What Issues Should I Consider When Reviewing My Property and Casualty Insurance Policies?

What Issues Should I Consider When Starting a New Job?
What Issues Should I Consider if I Get a Promotion or Raise at Work?
What Issues Should I Consider if I Lose My Job?

What Issues Should I Consider When Buying a Home?
What Issues Should I Consider When Getting Married?
What Issues Should I Consider When Having or Adopting a Child?
What Issues Should I Consider to Fund my Child's College Education?
What Issues Should I Consider During my Divorce?

Estate Planning

What Issues Should I Consider for my Aging Parents?
What Issues Should I Consider if my Parent Passed Away?
What Issues Should I Consider Before Closing the Estate?

What Issues Should I Consider Before I Update my Estate Plan?
What Issues Should I Consider if my Spouse Has Been Diagnosed with a Terminal Illness?
What Issues Should I Consider if my Spouse Passed Away?

Retirement Planning

As a Retiree, What Issues SHould I Consider When Reviewing my 2019 Tax Return?
What Issues Should I Consider Before I Retire?

Business Related

As a Business Owner, What Emergency Relief Options Should I Consider During the Coronavirus Pandemic?
What Issues Should I Consider When Starting a Business?