Investor Education

Lifestyle Planning

Abstract: Your lifestyle will be the source of most of the important financial decisions you make in your life. But before you can start planning for college, retirement planning, and estate planning, you must have a thorough grasp of your goals in life, or you may find yourself underfunded. This lesson plan takes you through such life stages as having a family and setting up house, changing jobs, and starting a business. Planning for education expenses is covered next. Following education planning is a basic look at the importance of retirement planning. Long-term care, a relative newcomer to the financial field, rounds out the look at retirement. Finally, we conclude the lesson plan with an introduction to estate planning, which helps individuals protect the wealth they have built up throughout life.

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