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Typical life stages

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Typical Life Stages & Priorities of Life

Publicado en: Educación
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Typical life stages

  1. 1. Single Married Married + Younger Children Married + older Children Retiring/ Retired Age Band Early 20s to Early 30s Mid 20s to Late 30s Late 20s to Mid-40s Early 40s to Early 60s Late 50s Onwards Concerns & Focus in Life Career -Building Asset -Acquisition Enjoying -Life Looking for - Partner Career -Growth Career -Switch Asset -Acquisition Enjoying Life with New Partner Mid-Career Challenges Asset Accumulation Enjoying Parenthood Educating Children Stable Career Mid-Career Challenges Asset Enhancement Conservation Challenges of Educating Children Career Decline Passive Income Asset Conservation Consumption Enjoying Fruits of Success Savings Capacities Minimal Low Increasing Highest Decreasing Some Perceived Risk Factors Unexpected Illness Accidental Injuries Premature Death Unexpected Illness Accidental Injuries Premature Death Unexpected Illness Accidental Injuries Premature Death Unexpected Illness Accidental Injuries Unexpected Illness Accidental Injuries Some Perceived Short Term Needs Buy Property Buy Car Debits/Credits Buy Property Upgrade Car Debits/Credits Repay Debts Children Education Upgrade Property Repay Debts Children Education Change Property Gifts/Charity Restructure Portfolio Cash/Liquidity Downgrade Property Some Perceived Long Term Needs Accumulate Assets (Capital) Plan For Retirement Accumulate Assets (Capital) Plan For Retirement Plan to Start own Business Accumulate Assets (Capital) Plan to Start a Business Plan For Children’s Education Enhance Asset (Capital & Income) Cash/Liquidity Reinvest Income Streams Conserve Assets Continued Cash Flows Plan for Estate Preserve Capital

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