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August 10, 2020

Financial Planning Considerations for Young Families

25 minutes

As your life changes, so will your financial planning needs. One major transition that can shift your financial picture is starting a family.

But what should you consider around your financial planning when it comes to starting your family?

Today, Iván Watanabe joins OPUS Private Client’s George Papanicolaou to discuss financial planning considerations for young families. Together, they reveal key questions you should ask when planning for your first child and share planning ideas for after you welcome your first child.

In this episode, you’ll learn:

The financial steps you should take when planning for a baby

Why you should get your documents in order

The importance of locking your child’s social security number

How your income plays a role when planning around your child

And more!

Tune in now to discover the importance of financial planning when starting your family!

Resources: Opus Private Client, LLC

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