Financial Checklist for New Parents

What Your Finances Should Expect When You’re Expecting

You can’t put a price on the joys of parenthood (or grandparenthood). Unfortunately, the same cannot be said for the costs of raising a child—and it’s important to start planning for the financial obligations as soon as possible. After all, it’s easier to make a budget when you’re not sleep-deprived or adapting to a new routine.

In this exclusive checklist, we detail:

  • Budgeting for what you want (and what you need) to spend on
  • Determining beneficiaries and legacy concerns
  • Saving for education
  • And much more!

It’s never too soon to help your family prepare for the financial obligations of parenthood. But whether you’re already expecting or expecting to be expecting, this guide can help. Please complete the form on this page to receive this free, no-obligation step-by-step guide today!

For more information, please call us at (800) 492-6868.

This material is distributed for informational purposes only; and is not financial or investment advice. Speak to your financial adviser before taking specific action. Past performance is not an indication of future returns. Our statements and opinions are subject to change without notice.

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