Work and life. Balancing it all to be your best.
Making the most out of the life you’re making.
Reconciling differences with one’s partner about career priorities, child-raising, in-law relations, and money issues are common threads in everyday life. Finding one’s self unexpectedly single because of death, divorce, or just because of how life rolled out can also play a role.
Financial planning tasks for this life stage include setting up a robust program for saving and long-term investing, tailoring income and estate tax planning to personal preferences and circumstances, buying the right insurance and managing your career. You might also be learning how to maintain and improve your home, hire and work with various advisors, and raise financially literate children.
In the midst of all this life balancing, your finances increasingly reflect your values, and the degree to which you are envisioning and preparing for long-term financial security. Life is crazy busy, and your finances are taking shape.