The new-parent financial checklist

My first child on his way this July.

Aside from choosing a nursery color and test-driving the coolest strollers around town, my wife and I have been finishing up our ultimate new-parent financial checklist.

Below is the quick checklist you can use for yourself.

Over the next couple weeks, I’ll share deeper dives and FAQs into each one so you can confidently knock them out for yourself too.

The New Parent Financial Checklist:

1. Estate Planning

   • What documents do I need to have? Where do I get them?

2. Life Insurance

   • How much do we need? Where do I get it? How much does it cost?

3. College Savings Plans (529 accounts)

   • What are the pros and cons? How do I get one? Is it a good idea for my situation?

No matter if you’re a brand new parent, or it’s simply time to review or update your situation, these next few newsletters are for you.

As for my household: we’re planning to finish the big ones before little man arrives this summer!

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