-
Period: to
Life Events
-
Establishing a Saving Account(15-25)
This requires a saving option because you have to have the will to save. -
Starting A career(15-25)
This is an investing option, because you need to invest yourself into the job to make money -
Buying A Vehicle (15-25)
This requires a saving planning for an extended period of time. -
Receiving Higher Education(15-25
This is a saving option because you need to be saving for college for a long time -
Getting Married(26-45)
This is an investment option because you have investing in a long time commitment -
Buying a home(26-45)
This is a saving option and investment because you may have to invest a loan from the bank. -
Starting a family(26-45)
This is an investment option because you are now investing in the future for your family. -
Building a net worth(45-65)
This is a saving option, because you are building up your retirement and your savings. -
Going on a Vacation(45-65)
This is a saving option because you have to put effort into saving money to go on a trip. -
Retire(65+)
This is a saving and investment option because you are always saving and investing for the future