What Stage Am I In? - Growing A Family

Growing a Family

During this stage of life, your needs come second to the needs of your family. As you continue to work hard in your profession, it’s essential to begin planning for your family’s financial future. We will create a custom to-do list that will keep you on track, and your goals at the forefront.

To Do:

Review monthly savings, and determine whether you can increase your retirement contributions.
Maintain and emergency savings of 3-6 months of your total living expenses.
Consider life insurance
Consider setting aside money in an education savings account
Begin to outline your retirement goals
Review your investment portfolio annually

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Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Independent Advisors Alliance, LLC , a registered investment advisor. Idependent Advisors Alliance, LLC and Harvest Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.