(905)962-7797 stacy@safeguard-ltd.com

Growing and Mature 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 mortgages
  • Establish an emergency fund
  • Staying on Budget (Download our app!)
  • Make a spending plan-short, medium and long term
  • Saving for children’s education
  • Saving for retirement
  • Taking care of the “What-ifs?”
    • Disability
    • Critical Illness
    • Premature Death
  • Make a will

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THE KIDS ARE OUT OF THE HOUSE, WHAT DO I NEED TO DO?

Mature Families

Who

  • Age 45 to 54
  • Established in career
  • May have older children
  • May be in peak earning years

Priorities

  • Paying off mortgage
  • Reduce all debts
  • Saving for retirement
  • Staying on budget
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Disability
    • Critical Illness
    • Premature Death
  • Make a will
  • Consider powers of attorneys

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