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Smart401k Blog

Archive for the ‘Life Happens Series’ Category

Life Happens: Financial considerations for parents of special needs children

Wednesday, April 27th, 2011
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The Situation

An average, middle-class couple is expecting a baby. During the pregnancy, the new parents learn that their baby has special needs. At first, the reality feels overwhelming. In addition to learning how to care for their child, these new parents will need to adjust their entire personal financial picture.

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Life Happens: Getting married as you approach retirement

Thursday, February 17th, 2011
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The situation

A couple gets married. Horray! Each newlywed is about 15 years away from the age he/she has always imagined retiring. They’re head-over-heals in love, and they’re in it for the long-haul. But they avoided talking about money prior to taking the plunge. Both people have been independently earning and budgeting for years, so each feels confident that they have a solid financial foundation.

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