Money Checklists for Life's Big Moments

• 10 steps

  New Job Money Checklist

  W-4, 401(k), benefits and budget for a new job, step by step.

• 11 steps

  New Baby Money Checklist

  Insurance deadline, Child Tax Credit, W-4, child care and budget for a new baby.

• 10 steps

  Moving to Another State: Money Checklist

  Take-home pay, state taxes, housing and paperwork for a move to another state.

• 12 steps

  Retiring in 5 Years: Your Money Checklist

  Catch-ups, Social Security, Medicare, Roth conversions and taxes in the five years before retiring.

• Planner

  Laid off? Your money plan, day by day

  Final pay, unemployment, severance, health insurance and your runway, with a planner.

• Seasonal

  Open enrollment checklist

  Benefits at work, HealthCare.gov or Medicare, with this season's dates.

• Seasonal

  Year-end money checklist

  401(k), FSA, giving and tax moves before December 31.

Progress and numbers are kept in this browser only.