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To help you understand more about the things you should consider at each lifestage, please follow the links below:
Your Foundation Years
Typically includes buying your first home, paying off student loans, getting married and/or having children.
To find out more about the specific needs for your lifestyle, please use the links below:
Your Growth Years
Typically focused on achieving financial independence, paying for your children's and/or your own education, paying for your mortgage and saving for your retirement.
To find out more about the specific needs for your lifestyle, please use the links below:
Your Preservation Years
This stage is often a period of financial freedom— your mortgages are paid off, your children are living independently, and those at this stage are frequently at the top of their earning potential.
To find out more about the specific needs for your lifestyle, please use the links below:
Your Golden Years
This stage in the financial lifecycle is where you are hopefully financially independent and are looking to establish the best way to structure your income in retirement.
To find out more about the specific needs for your lifestyle, please use the links below:
