Life Events

  • Establishing a Savings Fund: Young Adult Ages 15-25

    Establishing a Savings Fund: Young Adult Ages 15-25
    This event does not reuire very much planning, you will need to be earning some form of money to achieve this event
  • Buying a Vehicle: Young Adult Ages 15-25

    Buying a Vehicle: Young Adult Ages 15-25
    This event will require a savings investment most likely. This even does require advanced planning
  • Receiving Higher Education: Young Adult Ages 15-25

    Receiving Higher Education: Young Adult Ages 15-25
    Planning for higher education should begin when you establish a savings account. This event could be either a savings or an investment option.
  • Starting a Career: Work Adult Ages With or Without Children 26-45

    Starting a Career: Work Adult Ages With or Without Children 26-45
    This includes planning as early as your freshman year in high school. This requires an investment option to start a career.
  • Building Net Worth: Working Adult Ages with or without children 26-45

    Building Net Worth: Working Adult Ages with or without children 26-45
    This is an investment option such as buying things such as a car. This does not require a long period of planning.
  • Buying a Home: Work Adulte Ages 26-45

    Buying a Home: Work Adulte Ages 26-45
    Buying a home will require a minimum of 4 year saving. Buying a home is an investment and saving.
  • Getting Married: Working Adult Ages 26-45

    Getting Married: Working Adult Ages 26-45
    This event requires savings, it may take 1-2 years to save for this event.
  • Starting a Family: Working Adult Ages 26-45

    Starting a Family: Working Adult Ages 26-45
    This will require a lot of savings and a lot of planning. Atleast 1 year. You will need enough money to be able to probide for another human being.
  • Going on Vacation: Pre-retirement ages 46-65

    Going on Vacation: Pre-retirement ages 46-65
    This will require some planning for transportation costs, food costs, and so on. This is a savings option.
  • Retiring: retirement ages 65+

    Retiring: retirement ages 65+
    This is an investment. This does involve advanced planning from the day you begin starting your career.