New Addition Checklist

New addition to the family?

A new birth, adoption, or guardianship can introduce new financial needs. Please reference this list for potential to-do items to consider.

Talk to your financial professional about:

☐ Your comprehensive financial strategies including any need to increase your retirement savings

☐ Your life insurance policies

☐ Contributing to a college fund

Additional action items:

☐ Add your new dependent as a beneficiary to existing accounts

☐ Consider setting up an account for your new dependent

☐ Add your new dependent to your existing health insurance plan

☐ If available, adjust your health savings account (HSA) contributions

☐ If available, consider participating in a dependent care flexible spending account (FSA)

☐ Talk to a professional about creating a will or trust to include your new beneficiaries

☐ Talk to a professional about your potential tax deductions

>> Click here to download this checklist 

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