Financial Investment Planning - New Parents

Welcoming a new addition into your family is much cause for joy and celebration. It is also a time for reassessing and organizing your financial situation. This stage in life is typically characterized by managing cash flow, establishing a college fund, evaluating life insurance needs, and laying the ground work for a long-range investment program. With so many changes in the lives of new parents, a solid financial investment plan should be an important priority.

Financial Investments - Where should you be as new parents?

The investment planning chart below is only a general representation of the financial asset allocation for new parents.

New Parents Sample Portfolio Asset Allocation

Allocation Chart

This financial asset allocation is to be used for illustrative purposes only. Each investor has unique financial needs in regard to his/her objective, time horizon, and risk tolerance. Please review our Investment FAQs for New Parents for even more information. Investors should always seek guidance from a qualified investment professional before implementing any financial planning program.