Money gets confusing when life changes. Start with the event.
You shouldn't have to know which financial tool to search for. Pick what's happening and MyFriendAlex will show the handful of numbers and planning topics worth reviewing.
Starting a new job
Compare the offer, understand take-home pay, review the match and decide whether a move changes the economics.
Getting married
Combine the financial picture, review protection and make sure beneficiary and estate basics don't get missed.
Having a baby
Reset the household baseline, then work through emergency reserves, protection, health coverage, beneficiaries, education savings and child-account choices in one sequence.
Buying a home
Work from affordability to monthly cost, closing cash and the buy-vs-rent decision instead of starting with a listing price.
Moving somewhere new
Compare state taxes, cost-adjusted purchasing power and the actual paycheck before deciding that a lower-tax state is automatically cheaper.
Receiving an inheritance
Slow the decision down: update the balance sheet, separate immediate cash needs from long-term planning and understand where professional tax/legal advice may matter.
Helping aging parents
Organize the financial picture and learn the estate, long-term-care and trust concepts that may need an attorney or tax professional.
Getting closer to retirement
Bring Social Security, pension income, withdrawals and taxes into the same cash-flow picture, then revisit the savings assumptions as your timeline gets shorter.
Facing a big medical expense
Understand the deductible, coinsurance, copays and out-of-pocket maximum before a procedure, and estimate your share using the insurer's allowed amount.
These are educational checklists, not individualized legal, tax, investment or insurance recommendations. Major life events are often a good time to coordinate with the appropriate licensed professionals.