Module 6: Life Transitions & Major Financial Decisions
Navigating money through life changes
Course Lessons
Managing Money Through Career Changes
Career transitions—whether planned or unexpected—can disrupt income, benefits, and financial security. This lesson teaches you how to stabilize cash flow, protect savings, and navigate job loss, career pivots, or new opportunities with more confidence and less stress.
Getting Married: Merging Finances
Marriage changes the financial landscape. This lesson helps partners navigate money conversations, decide how to combine (or not combine) bank accounts and expenses, and build a shared financial plan that respects both individuals and the relationship.
Having Children: Financial Planning
Raising children introduces new, long-term financial responsibilities. This lesson covers how to budget for near-term costs like medical bills and childcare, plan for ongoing expenses, and start long-term saving for education and family security.
Divorce: Protecting Your Financial Future
Divorce is emotionally and financially challenging. This lesson focuses on understanding how assets and debts may be divided, how support payments can affect your budget, and what steps you can take to rebuild financial stability after separation.
Caring for Aging Parents
Supporting aging parents often involves emotional decisions and financial trade-offs. This lesson explores eldercare costs, medical and long-term care options, and how families can plan together to share responsibilities and protect everyone’s financial well-being.