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

Morey, Nee, Buck & Oswald, LLC Certified Public Accountants and Advisors
2571 Baglyos Circle Suite B20
Bethlehem, PA 18020 Phone: (610) 882-1000
Fax:     (610) 882-2418   1120 N. Bethlehem Pike, Suite 107, PO Box 459 Spring House, PA 19477 Phone: (610) 882-1000 Fax:     (610) 882-2418    117 West End Avenue, #210  Somerville, NJ 08876 Phone: (908) 393-0549 Fax:     (610) 882-2418  
mrusso@moreycpa.com