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STAGE 4: SAVE EVERYTHING

ADAPTING FINANCIALLY TO THE EBBS AND FLOWS OF LIFE 

Sometimes it seems the best financial approach is to earn all you can and save everything. The reality is that we are multifaceted people, with multiple commitments and goals. Financial planning and wealth management principles benefit people like you, at every stage of life, whether your concerns involve you, your children, or your parents.

Saving, Investing, and Insuring Strategically

As life goes on, your financial concerns and goals change, especially for stage 4 clients in the 55 to 65 age group. For many people at this stage, things such as retirement and estate planning are closer than they were a decade ago. This is the right time to take a look at the things you’ve been doing to see if they’re still pushing toward your goals. Even the most sophisticated investors need to examine what they’re doing, from liquid savings to insurance products and more.

Some potential areas of focus for stage 4 customers involve the following:

  • Ramping up strategies for retirement, including saving and investing
  • Providing financial support to children getting married
  • Generational investing and wealth management
  • Estate planning and financial legacy
  • Adjusting to the realities of an empty nest

Saving aggressively on its own isn’t a bad thing, but a comprehensive approach to money management tends to have better outcomes.

Preparing Now

See how Stage Wealth Management can help you do more than saving everything. Give us a call at 844-782-4396 today.

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