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Life Event Checklist: New Baby

When life throws you a  curve ball it is good to be prepared with a plan.  With 30+ years of combined financial planning experience we have seen it all!  Please feel free to utilize the following checklist to help navigate these uncertain times in your life.

New Baby

  • Credit Freeze – Consider placing a credit freeze on your child’s account so their identity is not stolen.
  • College Savings – It’s never too early to start saving for college. The more time you give yourself the more opportunity you have to reach your goals.
  • Beneficiary Changes – After your child is born it’s important to review your beneficiaries to ensure they are included in your estate planning wishes. Don’t forget to review your group life insurance through work if applicable.
  • Wills – Review these to ensure guardianship and other important items have been addressed.
  • Social Profile – Do you want to ensure your child’s name is “reserved” for their future use? Consider current social platforms but also securing their URL (
  • Tax Returns – Congratulations, you are now eligible for additional exemptions and other potential tax benefits. Consider speaking to a qualified tax professional about adjusting your withholdings and other potential tax implications.

For assistance navigating a Life Event please contact us:

Spencer Corzine – 888-738-7018

Will O’Donnell – 585-754-3948

Donald Burger – 585-924-3069

Kyle Wentland – 585-500-6025