Mark on Health Care
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Each Life Stage has its own set of problems and issues to address
Life’s transitions are inevitable; that’s why your financial plan is not a “set it and forget it” process. We work together with you through the decades to review and adjust.
20s & 30s
Early career
• Cashflow & budgeting
• Establish emergency savings
• Begin paydown of debt
• Begin retirement savings
• Begin saving for other goals (home, car, business, etc.)
Late 30s & 40s
Raising a Family / Established Career
• 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
50s & 60s
Pre-Retirement
• 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
Mid 60s and Up
Retirement
• Continued retirement income
• Medical and lifestyle expenses
• Leaving a legacy with tax-efficient estate planning
