Life Events

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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Petrick & Co CPAs
3145 Esters Road
Irving, TX 75062-2837
Phone: (972) 257-1800
Fax: (972) 257-1638
terry@petrickcpas.com

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