Life Events

Seize the moment, not the paperwork.

Life is full of changes and surprises that impact your financial well-being and future. Contact Diane to get expert tax and financial advice on how to be prepared for the following life events:

  • Getting Married
  • Getting Divorced or Becoming Widowed
  • Preparing For College and College Tax Savings
  • Getting a Loan
  • Buying & Maintaining A Car
  • Coping with Major Illness
  • Improving Your Retirement
  • Becoming a Parent
  • Improving Your Credit
  • Buying & Selling A Home
  • Making Charitable Contributions
  • Coping with Death of a Loved One