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
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