Life Event Resources
Life brings both joyful milestones and unexpected challenges. Our Life Event Resources are here to support you with clear, caring guidance and practical financial tools from True North, so you can feel confident and prepared—no matter what comes your way.
Getting Married
Weddings are exciting—let us help with the financial details, so you can celebrate your big day and future together with confidence.
- Set a realistic wedding budget
- Build a savings and tracking plan for your wedding event
- Plan for a financially healthy future together
- Wedding budgeting tips
Birth of a Child
Welcoming your first child is a beautiful journey filled with excitement and hope. We’re here to guide you through the financial steps, so you can focus on embracing this new chapter with joy and peace of mind.
- Pre-Baby Financial Checklist
- Post-Birth Financial Actions
- Budget, Savings, Insurance, Parental Leave, Legal and Future Planning
- How to Financially Prepare for a Child in 9 Months
Buying a Car
Buying a car is a wonderful milestone! At True North, we’re here to help you feel confident and informed every step of the way, so you can make safe and smart choices on your car-buying journey.
- What to Know Before Buying a Car
- Understanding Your Auto Loan Options
- Understanding Your Auto Insurance Coverage Options
- Common Auto Loan Terms
Buying Your First Home
Thinking about buying your first home? This guide will walk you through each step so you feel confident and prepared before you start exploring.
- Master Your Finances
- Determine Your Real Budget
- Build Your Professional Team
- Create a Strategic Wish List
- Document Preparation
- Types of Mortgages
- Common Mortgage Financing Terms
Saving for Higher Education
Saving for your child’s higher education can seem daunting, but you have options. Start early and consider tax-advantaged accounts like an Alaska 529 plan. You can also explore financial aid and loans to support your child’s education.
- Key Strategies for Saving
- Choosing the Right Savings Option
- Trade School Options
- Involve Your Child and Explore Other Options
- How Much Should You Save for Higher Education Expenses?
Death of a Family Member
Losing a family member is hard, and settling their finances can be overwhelming. This guide offers simple, compassionate steps for handling documents, notifications, and estate matters.
- Immediate Financial Tasks
- Organizing and Notifying
- Settling the Estate
- Long-Term Adjustments
- Helpful Reminders