Life Events

Life is full of changes and surprises that affect your financial future. Please use these guides to help you make the right financial decisions.

Getting Married Preparing For College Dealing with Your Bank Choosing A Professional Getting a Loan Buying & Maintaining A Car Planning Your Estate Avoiding Scams Coping with Major Illness Improving Your Retirement

Becoming a Parent Developing a Financial Plan Improving Your Credit Buying Insurance Planning For Retirement Buying & Selling A Home Making Charitable Contributions Getting Divorced or Becoming Widowed Coping with Death of a Loved One Handling Other Situations

San Joaquin Bookkeeping & Tax Services
117 H Street
Bakersfield, CA, 93304
Phone: (661) 325-1421