As your family grows, you’ll have new financial considerations to think about, including an evolving tax situation and (brace yourself) the higher education planning required when having children. But with careful planning from the outset, you can manage the chaos and emerge with a solid life plan for family finances.
Here are some of the concerns worth talking about at this life stage:
• Updating a will
• Expanding insurance
• Saving for college
• Adjusting risk tolerance
• Controlling new expenses
Interested in learning more? Call McRae Capital to set up a free consultation today, at (973) 387-1080.