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
- 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
