Broker Check

...In Mid-Career

Characteristics

Characteristics

  • Age 35-55
  • More Established
  • Kids are going to college
  • Starting to save more
  • Parents are retired

Goals

You feel like you're starting to get on in life somewhat, but it's getting more complicated.

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Challenges

Some of the challenges you had in your early career are now magnified and you've got some new ones as well.

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Risks

You're beginning to take some the risks more seriously because you realize the potential for loss is much greater than it was 15 years ago.

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