New Child Checklist

Plan for your growing family with confidence.

Planning for a new child is so exciting! But as parents, we know it can also start to feel overwhelming. With so many things to think about like doctor appointments, nursery setup, and baby registries, the financial and legal to-dos tend to fall through the cracks. Plus, especially if this is your first kid, you may not even know what you need to be doing protect your growing family!

That’s where our New Child Checklist comes in.

Common New Child Planning Questions We Answer:

• What financial changes do I make when having a baby?
• How much should my emergency fund be with a new child?
• Should I get insurance now that I’m having a baby?
• Do I need to make beneficiary updates now with a new baby?

What’s Inside the New Child Checklist:

This free downloadable resource walks you through the financial and legal to-dos so nothing falls through the cracks:

• Cash flow adjustments – Budget for income changes and consider reevaluate your emergency fund
• Insurance updates – Add your child to health insurance within 30-60 days, and review life and disability coverage
• Estate planning essentials – Update beneficiary designations, wills, and trusts to protect your child’s future
• Tax planning considerations – Consider how your new addition affects your tax situation and withholdings

Fill out the form to download our New Child Checklist today for more guidance to protect your growing family with confidence.

Ready to dive deeper? Explore our “Are You on Track to Be a Millionaire?” resource to find out what you already need to have saved to make your kid a millionaire, and watch this full episode: 3 Ways to Make Your Kid a Multi-Millionaire.