“In three words I can sum up everything I’ve learned about life: it goes on.”
The Upleft Financial Waypoint Series exists to help you work through the financial impact of life changing events, when the time is right for you and your loved ones.
Retirement
Being ready to retire means more than being ready to stop waking up early to put in long hours at a job. What it takes to retire is a solid grasp of your budget, plans for investment and spending, and a plan you're excited about for how you'll spend your days. For More Information
Parenthood
Your life will never be the same. In several areas, you will be preparing for decades of an unpredictable future. While there are many wonderful surprises to come; there will probably be some challenges too. The finances surrounding your growing family may not be at the top of your priority list right now. This guide exists to help you work through them when the time is right for you and your loved ones. For More Information.
Special Needs Child
Having a child with special needs comes with a unique set of planning issues. In addition to health, educational, and care planning, special needs present some financial issues for families to address. For More Information.
Marriage
An engagement ring is slid onto your finger, and countless life changes are set into motion. While financial concerns are not likely at the top of your list, you should not overlook them. Discussing financial issues early may strengthen your entire relationship as a married couple. These occasions start well before your wedding day and will last until death do you part. For More Information
Terminal Illness
A terminal illness diagnosis has a pervasive impact on our lives. Family relations, personal finances, and careers concede to new caretaking demands. Serious illness imposes a new set of rules. For More Information.
Job Loss
In today’s economic uncertainty, business closures and layoffs are increasingly common. The loss of a job can cause serious stress. To help you through a disruption in employment, we’ve created the checklist “What Issues Should I Consider If I Lose my Job?” For More Information.
Divorce
With the list of things on your mind at such a time, it is easy to see how the financial aspects of divorce could be overlooked. This tendency might lead to any number of costly mistakes. For this reason, we are providing some rules that a person can follow to help protect their financial interests as they start the next phase of their life. For More Information.