Checklists

Life is full of milestone events. Use these checklists to help take care of the financial responsibilities that come with these events.

Be Ready for Life's Big's Moments

To help you prepare for whatever life brings, we've put together checklists for some of the most common events we see with our clients. We hope they help keep you organized, so you can spend the time you need to enjoy – or cope with – the important events in your life.  For more help in preparing for life's milestones, find an Edward Jones financial advisor near you.

Starting Your Career

We're excited for you and want to help you get started on the right foot, and that includes establishing a financial foundation.

Getting Married

Amidst all the wedding planning, don't forget to think about your short- and long-term financial needs as a newly married couple

Growing Your Family

Prepare for the financial considerations related to adding to your family 

Saving for Future Education

Start saving for your children's future education while they're still little.

Changing Jobs

job change can bring a mix of excitement and apprehension. Addressing the financial implications can help you feel more prepared.

Moving Homes

A move may seem overwhelming, but we can help you stay on top of the details with this moving checklist.

Layoff or Buyout

Understand your options and the factors you can control if you're facing a layoff or buyout.

Sending A Child to College

As your child gets closer to college, you have lots of questions. This checklist can help address them.

Going Through a Divorce

When facing divorce, your finances may be the first thing on your mind. We can help.

Preparing for an Empty Nest

Thinking about the implications ahead of time can help ease your adjustment to this stage of life.

Becoming a Grandparent

Learn about the various options available for helping your grandchildren financially with this checklist.

Getting Ready to Retire

The day you've been dreaming about is on the horizon, and this checklist can help you take care of the details.

Caring for an Aging Loved One

We understand this can be challenging, both financially and emotionally. We want to help.

When a Loved One Passes Away

Here are the eight financial steps you should take.