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Grant Ruder, CFP®

financial planning family

Financial Planning When Starting a Family

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Planning for significant life transitions is central to financial planning. As recent first-time parents, we can say with confidence that there may be no greater transition in life than starting a family. Like any new phase of life, this transition brings along an infinite number of decisions and items to remember. Both before the baby arrives and, in the weeks, months, and years after, it can be helpful to understand and plan for some of the financial challenges that lie ahead. Coming from the perspective of both financial advisors and new parents, we’ve provided this checklist of some key financial…
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