Life Events

By jackie1238
  • Receiving Higher Education

    Receiving Higher Education

    Savings option.
    Planning starts at least 8 months in advance (scholarships)
    Ages 15-25
  • Starting a Career

    Starting a Career

    Savings option.
    Planning requires a couple months - 4 or more years (college)
    Ages 15-25
  • Buying a Vehicle

    Buying a Vehicle

    Saving option.
    Might require little planning of 1-3 months Ages 15-25
  • Buying a Home

    Buying a Home

    Savings option.
    Planning requires 8 months - 1 1/2 years or more
    Ages 26-45
  • Getting Married

    Getting Married

    Savings option (possibly for a wedding)
    Planning of 3 months - 1 year
    Ages 26-45
  • Establishing a Savings Fund

    Establishing a Savings Fund

    Savings option.
    Planning 1 month and last till retirement
    Ages 26-45
  • Starting a Family

    Starting a Family

    Saving option.
    Planning requires 9 months - 1 year
    Ages 26-45
  • Building Net Worth

    Building Net Worth

    Investment option.
    Plan for 5+ years
    Ages 46-65
  • Retiring

    Retiring

    Saving option
    Planning starts anywhere between age 30 and 65+
    Ages 65+
  • Going on Vacation

    Going on Vacation

    Saving option.
    Planning can take anywhere from 1 - 5+ months
    Ages 65+