My family is growing, what do I need to do?

Growing families

Who

  • Age 30 to 44
  • Starting to be established in career
  • Recently married/common-law relationship
  • May have children
  • Recently purchased first home

Priorities

  • Paying off mortgages
  • Establishing an emergency fund
  • Staying on budget (Download our app!)
  • Making a spending plan — short, medium and long term
  • Saving for children’s education
  • Saving for retirement
  • Taking care of the “what-ifs?”
    • Disability
    • Critical illness
    • Premature death
  • Making a will