GROWING FAMILIES

MY FAMILY IS GROWING. WHAT DO I NEED TO DO?

Growing Families

Who
  • Age 30 to 44
  • Starting to be established in career
  • Recently married/common-law relationship
  • May have children
  • Recently purchased first home
Priorities
  • Paying off mortgage
  • Establish an emergency fund
  • Staying on budget
  • Make a spending plan-short, medium and long term
  • Saving for childrens’ education
  • Saving for retirement
  • Taking care of the “What-ifs?”
    • Disability
    • Critical illness
    • Premature death
  • Make a will