Life Events and Transitions


There is a way to approach personal finance systematically--a method--that unifies your personal priorities in life with those actions that will help you make the most of every minute and dollar you invest in your future. But life doesn’t wait for us, does it?

No indeed, sometimes it feels like our daily lives are merely the stuff that falls in between a series of defining life events and transitions.

Graduation, gaining or losing a job, moving, buying or selling a house, marriage or divorce, pregnancy, death or a disabling injury.

Some are celebrated, some unwelcome. Some are instantaneous events while others are transitions that take years. Some are expected while others come as a shock.

But regardless of how we categorize these life events and transitions, they can be planned for. Then, we can get back to enjoying the present instead of worrying about the future.

Questis has outlined a number of these life events and transitions, offering specific personal finance guidance for each:

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