Alyx Cox 4/5/22 Alyx Cox 4/5/22

Top 3: Starting a Business

1. Build cash savings

2. Create separate accounts

3. Focus on business growth

Alyx Cox 10/18/21 Alyx Cox 10/18/21

Top 3: Death of a parent

1. Contact trusted professionals, including financial advisor and attorney

2. Compile official documents and records, including copies of the death certificate, will, and Beneficiary Directory®

3. Monitor or forward mail to collect incoming bills and statements

Alyx Cox 8/4/21 Alyx Cox 8/4/21

1. Evaluate benefits of both CURRENT and FUTURE employer

2. Review insurance coverages and prevent gaps

3. Account for your accounts

Alyx Cox 3/31/21 Alyx Cox 3/31/21

1. Speak openly and honestly about finances

2. Open a joint bank account

3. Create common financial goals, while still making progress with personal goals

Alyx Cox 2/23/21 Alyx Cox 2/23/21

1. Accumulate savings for a down payment, associated costs/fees, and emergency fund

2. Complete the mortgage pre-approval process

3. Peruse homes patiently

Alyx Cox 12/30/20 Alyx Cox 12/30/20

1. Complete or update Estate Planning

2. Review risk management program

3. Set up 529 college savings plan