Article
Expecting? Here's a financial checklist
Little one on the way? Learn how you can prepare financially.
header.search.error
Article
Little one on the way? Learn how you can prepare financially.
Amid the excitement and anticipation of welcoming a new child, each addition to the family should inspire parents to revisit their long-term financial goals.
Kelly Perez, Director, Senior Wealth Strategist of Advanced Planning, suggests that expectant parents may want to talk with their financial advisor and an estate attorney even before the child is born.