Life Events




Financial Planning Checklist

  • Have you determined your short- and long-term financial goals?
  • Are you saving and investing sufficient sums to fund your short- and long-term goals?
  • Are you making the best use of tax-deferred savings plans, such as IRAs, 401(k)s, and Keoghs?
  • If you are an employee, are you getting the optimum from your employee benefits?
  • Do you have an "emergency fund?"
  • Do you have adequate insurance?
Quick Financial Check-up