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Life Events

Life is full of changes, and surprises. Use these guides to help you make sound financial decisions.

Getting Married
Becoming a Parent
Preparing for College
Developing a Financial Plan
Dealing with Your Bank
Improving Your Credit
Choosing A Professional
Buying Insurance
Getting a Loan
Planning For Retirement

Buying & Maintaining A Car
Buying & Selling A Home
Planning Your Estate
Making Charitable Contributions
Avoiding Scams
Getting Divorced or Becoming Widowed
Coping with Major Illness
Coping with Death of a Loved One
Improving Your Retirement
Handling Other Situations

Woodland, CA Office
Post Office Box 154
Woodland, CA 95776
Office (530) 848-2624

Carol Smith - Partner
carol@smithandjamescpa.com
Mobile (916) 847-2727

Tawny James - Partner
tawny@smithandjamescpa.com
Mobile (530) 304-6233
Fax (530) 309-0339

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