Life Stage Gift Planner™

Photo of a student working on a laptop.

At this stage in life, some of the financial issues you may find yourself dealing with are:

Accumulating and preserving wealth
Managing debt
Prudent asset management
Discretionary savings programs
Long-range planning for retirement and emergencies
Diversifying investments and establishing a growth strategy
Creating a simple will and estate plan providing for heirs and bequests to charity
Increasing income; increasing debt

For the charitably inclined, certain types of gifts can provide solutions to tax issues: Read more about charitable solutions.