Mark on Health Care
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• Cashflow & budgeting
• Establish emergency savings
• Begin paydown of debt
• Begin retirement savings
• Begin saving for other goals (home, car, business, etc.)
• Get married, first house, 2nd home
• Have children, save for college
• Insurance needs
• Continue retirement saving
• Continue investment portfolio savings
• Payoff all other student debt
• Estate planning
• Late career retirement prep
• College spending
• Desired retirement lifestyle
• Retirement income planning
• Plan for medical expenses
• Long-term care planning
• Taking care of parents
• Estate planning / legacy plan
• Continued retirement income
• Medical and lifestyle expenses
• Leaving a legacy with tax-efficient estate planning