Life event checklists
Life is full of milestone events. Use these checklists to help take care of the financial responsibilities that come with them
Be ready for life's big moments
To help you prepare for whatever life brings, we've put together checklists for some of the most common events we see with our clients. We hope they help keep you organized, so you can spend the time you need to enjoy – or cope with – the important events in your life. For more help in preparing for life's milestones, find an Edward Jones financial advisor near you.
Starting your career
We're excited for you and want to help you get started on the right foot, and that includes establishing a financial foundation.
Getting married or becoming common-law spouses
Amidst all the wedding planning, don't forget to think about your short- and long-term financial needs as a newly married couple or common law spouse.
Growing your family
Prepare for the financial considerations related to adding to your family.
If you're a new parent, use this checklist to help you prepare financially for the future.
Saving for future education
Start saving for your children's future education while they're still little.
A job change can bring a mix of excitement and apprehension. Addressing the financial implications can help you feel more prepared.
If you’re ready and eager for homeownership, consider the following moves.
A move may seem overwhelming, but we can help you stay on top of the details with this moving checklist.
Layoff or buyout
Understand your options and the factors you can control if you're facing a layoff or buyout.
Recession survival checklist
Here are some ways you can prepare yourself and your family for a potential slowdown in economic growth.
Sending a child to post-secondary education
As your child gets closer to post-secondary education, you have lots of questions. This checklist can help address them.
Going through a divorce
When facing divorce, your finances may be the first thing on your mind. We can help.
Preparing for an empty nest
Thinking about the implications ahead of time can help ease your adjustment to this stage of life.
Becoming a grandparent
Learn about the various options available for helping your grandchildren financially with this checklist.
Getting ready to retire
The day you've been dreaming about is on the horizon, and this checklist can help you take care of the details as you get ready to retire.
Caring for an aging loved one
We understand caring for an aging loved one can be challenging, both financially and emotionally. Here's help.
Leaving a legacy
The following checklist of questions will take you through estate-planning considerations, and will help you prepare for a discussion with your financial advisor.