Financial planning for major life events

Spotlight on…

This month’s spotlight ensures your understanding of the importance of financial planning for major life events. Life is full of significant milestones that require a financial strategy to ensure you make informed financial decisions that prevent mistakes and do not affect your financial health.

Life changes can have many financial implications: whether you are buying a house, getting married or preparing for retirement, an effective, structured financial plan, including setting goals, are critical to maintaining financial stability.