Life Events

Moments and Milestones

Life is truly made up of moments and milestones. Sometimes the milestones in life are expected and planned. Sometimes they take us by surprise. Either way, there are things you can do today to prepare for your journey tomorrow. Here you'll find information on how to manage your way through life's moments and milestones.


Looking forward to retirement? Ready to take the step? VIA Wealth Management can help you plan for the transition and implement the plan when you're ready. We'll work with you to understand all of the resources and options available to you and how best to use them in this new chapter. For more information:

Envisioning Your Retirement  

Retirement Planning: The Basics 

Estimating Your Retirement Income Needs 

Social Security Retirement Benefits 

Career or Job Change

You may have chosen to change employers or careers, or the decision may have been made for you. In either case, VIA Wealth Management can help you analyze the impact and help you think through the adjustments and decisions you must make to keep you on track toward your long-term goals. For more information: 

Deciding What to do with Your 401k When You Change Jobs 

Leaving Your Job? Retirement Savings Plan Options 

Rolling Over Funds from an Employer Retirement Plan 

What to Do after You've Automatically Been Enrolled in Your Company's 401k Plan 


Congratulations! We at VIA Wealth Management are all in favor of love at any stage of life. Looking at the financial implications of a merging of households helps to assure those existing legacies are honored and that expectations are clear, preventing future misunderstandings. For more information:

When a Saver Marries a Spender 

Merging your Money When you Marry  

Protecting Your Dependents with Life Insurance 

Starting a Family 

When you become a parent, you soon realize that meeting your growing family's needs will take some planning. Should you revise your budget? Review your insurance and estate plan? Begin saving for college? These are just a few of the questions you might have as you start this exciting phase in your life.

Bringing up Baby 

Higher Education College Education Saving and Funding Strategies 

Preparing for Parenthood 

Choosing a College Savings Plan 


Like other major life events, divorce may be a path you've chosen or it may be unwelcome. In either case, working through the financial implications and charting a fresh course given the new realities can lower the stress and clarify decisions that are helpful to make. For more information:

Dealing with Divorce  

Long-term Care or Disability

We don't anticipate long-term illness or disability, but we know it's a possibility for all of us. VIA Wealth Management can help you assess how your current assets would help you weather this kind of storm, and build some assurances into your portfolio. For more information:

Understanding Long-Term Care Insurance  

Should You Buy Long-Term Care Insurance? 

The Fundamentals of Disability Insurance  

Do You Need Disability Income Insurance? 

Loss of a Loved One

Whether you're planning for your family's well-being after your own death or experiencing the loss of a loved one, it's helpful to have a trusted financial advisor by your side. For more information:

What Would Happen to Your Estate? 

Do You Know Who Your Beneficiaries Are? 

Organizing your Finances when your Spouse has Died  

Social Security Survivor Benefits