Guides / Life Events
Becoming a Parent
A new child changes your budget, your insurance needs, and your long-term plan all at once. Start with a guide below, or jump straight to a tool.
Guides
- Becoming a Parent: The Financial Considerations What a child actually costs by age and stage, and how to fold it into your financial plan. Includes FAQ.
- The "Nanny Tax" Rules: What To Do If You Have Household Employees Payroll tax rules for babysitters, nannies, and other household help. Includes FAQ.
- Your Child's Education: How to Finance It Why starting early matters, and the accounts worth considering. Includes FAQ.
- Life Insurance: How Much and What Kind to Buy Choosing coverage that actually fits your growing household. Includes FAQ.
Tools
How Much Am I Spending? — itemize your living expenses to help plan and budget with a new dependent.
How Much Life Insurance Do I Need? — estimate the coverage that would protect your family's income and expenses.
Not sure where to start?
Every family's situation is different. Talk it through with our team before you decide anything.
Schedule a ConsultationThis page is for general informational purposes only and is not tax, legal, financial, or investment advice. Consult a licensed professional before making decisions based on this information.