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Which life stage are you preparing for financially?

Which Life Stage Are You Preparing for Financially? The road of life has many twists and turns, but knowing where you're headed could help you stay on track for tomorrow. These financial considerations could help you get started on your journey, no matter where it takes you – or how you get there. Buying Your First Home Entering the Workforce • Examine employee benefits • Adjust your budget • Increase your emergency fund • Adjust your budget • Increase your emergency fund • Reevaluate your road map for retirement • Analyze investment options: mutual funds • Evaluate critical illness insurance protection • Fine-tune your road map for retirement: individual retirement account (ira) • Explore disability income insurance protection • Consider life insurance protection: • Consider life insurance protection: term, whole or universal term, whole and universal Heading to College Getting Married • Begin saving for your first home • Set up a budget • Make a plan to become financially independent • Build an emergency fund • Establish a retirement roadmap together • Learn how to budget • Analyze your investment options: mutual funds • Create an emergency fund • Develop a road map for retirement • Consider life insurance protection: term, whole and universal • Explore accidental death insurance protection • Consider life insurance protection: term, whole and universal Starting a Family Changing Careers • Research parental leave options • Review rollover strategies and regulations for company plans • Save for their future: 529 college savings plan • Adjust your budget • Reevaluate your road map for retirement: make catch-up contributions • Increase your emergency fund • Reevaluate your road map for retirement • Check out disability income insurance protection • Analyze your investment options: mutual funds • Evaluate medicare supplement insurance protection • Think about long-term care insurance protection • Consider life insurance protection: term, whole and universal • Consider life insurance protection: term, whole and universal Entering Retirement Leaving a Legacy • Establish a clear plan for wealth transfer by selecting appropriate beneficiaries • Determine your social security benefits • Adjust your budget • Ensure your retirement roadmap still applies • Determine a plan for your money, investments and insurance policies • Investigate your annuity options: fixed, variable, or immediate • Decide how you want to distribute your assets • Think about long-term care insurance protection • Evaluate medicare supplement insurance protection • Begin sharing your living legacy and consider crafting personal letters to your loved ones • Consider life insurance protection: term, whole and universal Learn how you could build a strong financial foundation with Western & Southern. www.westernsouthern.com Western & Southern (WS Financial Group WS2018041718

Which life stage are you preparing for financially?

shared by QueenOfInfographics on Feb 26
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For each of us, there are many life stages to consider. Whether it be preparing for a new baby or a loved one's death, it's important to know how to help ensure you remain financially secure.

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