Life changes can have a significant impact on your financial future. Learn when to revisit your financial plan and how major life transitions, such as retirement, career changes, marriage, divorce, or family responsibilities, can affect your income, savings, investments, and long-term goals. Discover why regular financial planning reviews can help ensure your strategy continues to reflect your priorities and the life you want to live.

Are you the person who manages your household finances and knows where all the important documents and passwords are? Financial planning isn’t just about saving for retirement—it’s also about being prepared for the unexpected. Learn how to organize your financial information, designate a trusted person, and create a simple plan that can give you and your loved ones greater peace of mind.

Get your financial game plan ready for fall with 5 simple things to review, from retirement contributions and beneficiaries to cash, spending, and year-end financial planning.