Prosperity on your terms
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Financial Waypoint Series: Parenthood

Preparing Your Pockets for Parenthood

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Congratulations on your new bundle of joy!

 
 

Your life will never be the same

Financially preparing for a new child can be complicated, emotionally and practically. While there are many wonderful surprises to come; there will probably be some challenges too.

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.

This guide will help you think about the effect a new family member will have on your well-being, your finances, and your estate, as well as how to maximize the potential perks—to your health insurance, taxes, and other benefits. Unlike the more mysterious parts of raising a child, the topics we will cover here should prove to be much more concrete and refreshingly clear cut.