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New baby financial checklist

Money to-dos when you're expecting or have a new baby.

Before or right after birth

  • Add baby to health insurance within the enrollment period.
  • Get a Social Security number for the child (often at the hospital).
  • Update or start life insurance if someone depends on your income.
  • Consider disability insurance if you don't have it.

Savings and benefits

  • Open a 529 for college if you plan to save for education.
  • Check employer benefits (parental leave, dependent care FSA).
  • Update beneficiaries on retirement and other accounts.

Estate and guardians

  • Name a guardian in your will for minor children.
  • Review or create a will and power of attorney.

WealthyCalc provides general information only, not financial advice. For advice tailored to your situation, consult a qualified professional.