Life Events

By jackie1238

  • Receiving Higher Education

    Receiving Higher Education
    Savings option.
    Planning starts at least 8 months in advance (scholarships)
    Ages 15-25

  • Starting a Career

    Starting a Career
    Savings option.
    Planning requires a couple months - 4 or more years (college)
    Ages 15-25

  • Buying a Vehicle

    Buying a Vehicle
    Saving option.
    Might require little planning of 1-3 months Ages 15-25

  • Buying a Home

    Buying a Home
    Savings option.
    Planning requires 8 months - 1 1/2 years or more
    Ages 26-45

  • Getting Married

    Getting Married
    Savings option (possibly for a wedding)
    Planning of 3 months - 1 year
    Ages 26-45

  • Establishing a Savings Fund

    Establishing a Savings Fund
    Savings option.
    Planning 1 month and last till retirement
    Ages 26-45

  • Starting a Family

    Starting a Family
    Saving option.
    Planning requires 9 months - 1 year
    Ages 26-45

  • Building Net Worth

    Building Net Worth
    Investment option.
    Plan for 5+ years
    Ages 46-65

  • Retiring

    Retiring
    Saving option
    Planning starts anywhere between age 30 and 65+
    Ages 65+

  • Going on Vacation

    Going on Vacation
    Saving option.
    Planning can take anywhere from 1 - 5+ months
    Ages 65+