Broker Check

I Am...

...In My Early Career

...In My Early Career

  • Less than 35
  • Have a young family
  • Buying/bought my first home
  • Don't have a lot of discretionary income
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...In Mid-Career

...In Mid-Career

  • Age 35-55
  • More Established
  • Kids are going to college
  • Starting to save more
  • Parents are retired
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...In My Late Career

...In My Late Career

  • Age 55-65
  • An empty nester
  • In my peak earning years
  • Getting serious about retirement
  • Caring for aging parents
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...At or In Retirement

...At or In Retirement

  • Age 65 or older
  • Having retirement income concerns
  • Dealing with Medicare
  • Concerned with outliving my retirement savings
  • Want my kids, not the government, to get what's left over
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...A Business Owner

...A Business Owner

  • Taxes are always an issue
  • Operating capital can be a challenge
  • It's hard to attract and retain good employees
  • Have some personal lifestyle benefits from the business
  • Wonder where it would be best to put my money
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