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Life Events

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Life Events

Life Events

Life is full of changes, and surprises. Use these guides to help you make sound financial decisions.

Getting Married
Becoming a Parent
Preparing for College
Developing a Financial Plan
Dealing with Your Bank
Improving Your Credit
Choosing A Professional
Buying Insurance
Getting a Loan
Planning For Retirement

Buying & Maintaining A Car
Buying & Selling A Home
Planning Your Estate
Making Charitable Contributions
Avoiding Scams
Getting Divorced or Becoming Widowed
Coping with Major Illness
Coping with Death of a Loved One
Improving Your Retirement
Handling Other Situations

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We encourage you to contact us with any questions or comments you may have. Please call our office or use the contact form provided.

701 Howe Avenue, Suite E3, Sacramento, CA 95825
(916) 993-9494
jmarta@jpmcpa.com