WHAT’S YOUR CURRENT LIFE PHASE?

In this phase, you may be…

  • Actively earning a salary or building a business
  • Saving through a retirement plan
  • Thinking about starting a family or have children who depend on you

This phase coincides with your primary earning years – you’re growing your assets and saving for the future. Your earning potential and saving discipline, along with risk protection measures like insurance, are especially critical.

Earning, saving, and protecting what you value are the most important priorities.

 

More About Life-phase Investing

See LifePhase Investing® in Action: Related Articles

Targeted Financial Planning For Each Decade Of Your Life: Your 30s

More

Jumping Back into the Workforce After Raising Kids?

More

Market Volatility and HH’s 3 Phases of Financial Life: Based on your Phase—what should you be doing right now?

More

Three Advisors’ Key Financial Insights — For Every Decade of Your Life

More

4 Smart Retirement Moves Couples in Their 40s Should Make Now

More

What's your financial profile?

Take Our Quiz