I Am...
...In My Early Career
- Less than 35
- Have a young family
- Buying/bought my first home
- Don't have a lot of discretionary income
...In Mid-Career
- Age 35-55
- More Established
- Kids are going to college
- Starting to save more
- Parents are retired
...In My Late Career
- Age 55-65
- An empty nester
- In my peak earning years
- Getting serious about retirement
- Caring for aging parents
...At or In Retirement
- Age 65 or older
- Having retirement income concerns
- Dealing with Medicare
- Concerned with outliving my retirement savings
- Want my kids, not the government, to get what's left over
...A Business Owner
- Taxes are always an issue
- Operating capital can be a challenge
- It's hard to attract and retain good employees
- Have some personal lifestyle benefits from the business
- Wonder where it would be best to put my money
