Life changing events
- Are you planning to get married? Divorced?
- Did you have the birth of a child?
- Are planning to purchase a new home? Refinancing?
- College tuition? Student loans?
Business changing events
- Are you planning to start a business?
- Convert a hobby to a business?
- Are you thinking of incorporating?
- Planning to purchase equipment? This year versus next year?
- Estimated taxes? Payroll taxes? Health insurance?