Major Life Events

Situations where you might need advice and are encouraged to call our office during the year.

  • Marriage and Divorce (change of marital status)
  • Having a Baby
  • Change or Leave a job – begin collecting unemployment
  • Before receiving a distribution from a retirement account; 401K, IRA, pension plan
  • Buy or Sell a house or Rental Property
  • Receive and Inheritance
  • Sell or Redeem more than $2,000 in stocks, bonds, or mutual funds
  • Start, Sell, or Close a Small Business
  • Giving or Receiving a Gift over $14,000
  • Retirement, Starting to Receive Social Security
  • Receive a notice from the IRS or State Department of Revenue
  • Cancellation of debt (credit card, home foreclosure)