Article
Financial planning for everyday life events
Financial planning for financial wellness: a video series
Nov. 5, 2025 · Authored by Timothy Hole
Navigating life’s major milestones requires careful financial planning and informed decision-making. Whether you are preparing to buy a house, getting married, welcoming a child or organizing end-of-life affairs, the following videos offer intuitive and actionable insights to help you secure your financial well-being at every stage of life.
Buying a house is a major financial investment that can impact your long-term financial wellbeing. Whether you’re a first-time homebuyer or a seasoned pro, each purchase brings a new set of financial responsibilities. Watch our financial planning video for tips you should consider before and during the home buying process.
Getting married is a significant milestone that brings about many changes, especially when it comes to financial planning. Whether you plan on combining financials or not, it is important to discuss your financial goals and priorities with your partner. Watch our video to learn tips you and your future spouse can take to help secure and maintain your financial future.
Having a baby is an exciting occasion that brings about new financial responsibilities. Our video offers insights into what you can do to prepare for a baby’s arrival. We also touch on what you should consider once the baby is born to help secure your family’s financial well-being and your child’s future.
When it comes to planning for your child’s future, there are several investment accounts that can help to get them on the right track. From accounts dedicated to funding their education to accounts that allow you to start building their retirement savings early, each serves a specific purpose. Watch our video for more information about these accounts to determine which one is best for your financial situation.
While the timing of our passing is uncertain, there are proactive measures you can take to be prepared for that inevitable day. By organizing your documents and designating responsibilities, you can provide peace of mind for yourself and your loved ones. Watch the following video on end-of-life planning to learn about the steps you can take to ensure your wishes are honored, and your loved ones are supported.
This information does not constitute investment advice and is not an offer to buy or sell a security. The material is provided for general information and educational purposes and is based on information provided to us by sources deemed to be reliable. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.
Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. Reference to registration does not imply any particular level of skill. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought.
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