Education Center / Life Events and Major Purchases

Planning for Life Events and Major Purchases

Life is full of exciting events that can throw us financial curveballs. That’s why it’s important to have a plan so that we can enjoy those big moments without stress. Use these free resources to learn about those major life events and purchases and how you can incorporate them into your financial plan.

Featured Lessons

A couple exchanging documents and getting keys with a representative at a car dealership.
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The Ultimate Guide to Buying a New Car: Things to Know When Buying a Car

Ahh the rumble of the engine starting up, the sun glinting off the new paint and that sweet new car smell. There are few things that are more satisfying than the feeling of driving your brand-new car off the lot for the first time. But before you walk away with keys in hand, there are a few steps you must go through first. There can be a lot of anxiety around the car buying process, especially if you aren’t familiar with it and don’t know what to ask. This guide will give you a comprehensive primer of things to know and look out for to ensure that your experience at the dealership is a smooth ride.

Family looking over home improvement plans.
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What Is a Home Equity Line of Credit (HELOC) and What Can You Use It For?

Home equity lines of credit (HELOC) have a wide variety of uses. Read this article to learn more about how they work and how they can help you tackle your next project.

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Video: Demystifying Mortgages

Watch this video to learn more about how a mortgage works to feel confident next time you're financing a home purchase.

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Four Important Estate Planning Documents Everyone Needs

Estate planning allows you, not the courts, to make important decisions about your assets in the event you are incapacitated or deceased. Take a look at this lesson to learn about four documents that are essential to any estate plan.

shiny car for sale in summer weather, parked with a red vibrant color exterior.
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Private Party Auto Sale: Tips for Sellers

Selling your car to a private party can be stressful and intimidating. Use this checklist for information that can help you sell a vehicle with confidence.

Family Savings. Cheerful Afro Mother Teaching Little Daughter How To Save Money Holding Piggybank Sitting On Sofa At Home
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A Parent’s Guide to Raising Money-Smart Kids

As a parent, you might struggle with when and what to teach your children about money management. Is five too early to earn an allowance? Should you share the family budget with your children? When should teens learn about credit? These are all important questions, and it’s often not easy to know the answers. Kids have different levels of interest in financial education. But research tells us that by the age of five most children understand money and what it can do. The information below offers more specific guidelines for different age groups. Again, these are just guidelines. What decisions you make about when and what to teach at home depend on your family situation, household budget and how comfortable you are in the role of teacher.

Life insurance application.
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The Basics of Life Insurance

Let’s face it, life insurance is something that many people need, but don’t want to talk about. We’ve all seen those GoFundMe pages asking for donations for a person that passed away. It can feel strange planning for the worst-case scenario, especially if you’re young and healthy. Life insurance is a way to help prevent leaving your loved ones with the added stress of financial burdens. Whatever your reason is for thinking about life insurance, this guide will help you get familiarized with some life insurance basics to make your planning and research a little simpler and a little easier.

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