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Life Stages

No two people are alike. The same is true for families – each is a unique combination of personalities, history, and dreams. At, we believe it's important to educate yourself so you can make informed decisions about how to tailor your investment and insurance plans.

We also know we're all bound by familiar milestones – first job, birth of a child, retirement – that give us a shared perspective. It's these common experiences that often draw us closer together.

We've divided these common experiences into the seven Life Stages below. Within each stage, you'll find pivotal life events – those times when it's smart to review the financial decisions you've made and still will be making. Throughout the Life Stages, we'll offer critical questions and helpful advice.

What Life Stage Are You In?

Burning Questions

Review our Burning Questions for different life event scenarios and helpful financial tips.

Getting Started

For people who are newly independent. Important advice for those heading to college or beyond.

Family Additions

The joys of marriage, kids, and grandkids ó and how to be ready for these adventures.

Life Changes

Learn how to prepare for life's major transitions, such as divorce or the death of a loved one.

Business Matters

When you're the boss, everyone depends on you. Here are suggestions for starting, running, and selling a small company.

Money Milestones

Money isn't everything. At times like these, however, it's more important than you might think.

Family Legacy

Smart estate planning is one of the most generous things you can do for your family. Learn why and how to start.

Retirement Readiness

Some say life really begins with retirement. See how simple steps you take now can make your dreams a reality.


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Last Updated: 12/14/2017