Life Events

Young Adult

Apr 5, 2016

-Establish a savings fund: no advanced planning, do this at age 16, investment option
-Buying a vehicle:no advanced planing, do this at age 16-19
-Receiving a higher education:requires planning, start planning at 17-18, savings option

Working Adult

Apr 10, 2016

-Building net worth:no advanced planning, start at age 16, investment and savings option
-Starting career:advanced planning required, start are 18, investment option
-Getting married:no advanced planning, start at 19-30, investment option
-Starting a family:no advanced planning, start at age 25-35, investment option

Pre- retierment

Apr 20, 2016

-Buying a home: advanced planning required, start at age 25-40, savings option

Retirement

Apr 30, 2016

-Retiring:advanced planning required, start at age 65, investment option
-Going on vacation:advanced planning required, start whenever needed, savings option