Planning & Wellness

Over a lifetime, families go through many phases.
For each, there are unique challenges and opportunities.

The Planning for What’s Next program provides a series of checklists to help you prepare for these moments. Focusing on lifestyle, financial, health, safeguards, and potential pitfalls, these checklists provide you with the resources to prepare for what’s next.

Preparing for College

Making decisions about college can feel overwhelming… and why not? From finding the right school to living away from home for the first time, there are many decisions and new responsibilities. As tough as this may be, remember that every year, thousands of students just like you successfully start this new chapter in their lives.

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Planning for What's Next:

Preparing for College

Additional Resources:

Five Steps to Consider Before Your Child Heads to College

Five

Strategies of Successful College Savers

Financial Aid Calculator

Entering the Workforce

Entering the workforce is a big transition. This might be the first time you will be fully responsible for your own finances. Many graduate from college and have to start making payments on student loans and other debt while also managing a career and starting to save for the future.

Entering the Workforce

Entering the workforce is a big transition. This might be the first time you will be fully responsible for your own finances. Many graduate from college and have to start making payments on student loans and other debt while also managing a career and starting to save for the future.

Getting Married

Getting married is about more than spending your life with that special person you love. Marriage is one of the biggest lifestyle adjustments most of us will make. Merging two lives into one takes planning and compromise. Beyond the wedding day, there are many considerations to take into account.

Starting a Family

Starting a family is a big decision, and with it comes more responsibility and planning. As a parent, you will want to offer direction from many perspectives. This brochure shares some suggestions to help you navigate life with children.

Starting a Family

Starting a family is a big decision, and with it comes more responsibility and planning. As a parent, you will want to offer direction from many perspectives. This brochure shares some suggestions to help you navigate life with children.

Approaching Retirement

As you near retirement, you will want to continue planning for this next phase of your life. Remain focused on saving for retirement and begin to envision and organize how you plan to spend and enjoy these future years.

Approaching Retirement

As you near retirement, you will want to continue planning for this next phase of your life. Remain focused on saving for retirement and begin to envision and organize how you plan to spend and enjoy these future years.

Living in Retirement

Living in retirement can entail a long period of time with current longer life expectancies. You will need to plan for different stages of retirement – starting with when you are relatively young and active through your later years when you may be physically or mentally impaired.