Spring/Summer 2017 Edition

Your Life Priorities

Through our research, we’ve learned that there are seven priorities that seem to be important in almost everyone’s life—those include home, family, health, work, leisure and giving, with finances at the center of it all.

How do you save for your child’s education and for your retirement at the same time? What about caring for aging parents or planning a home renovation? We’re here to help you prepare, at every stage of life.

What’s important to you?

Family: Taking care of your family and loved ones.
Giving: Volunteering, mentoring others and giving to charities.
Health: Managing health care expenses, now and in the future.
Home: Upsizing, downsizing or maintaining your home.
Leisure: Making the most of your downtime.
Work: Just starting out, thinking about a second career or transitioning to retirement.
Finances: Bringing it all together and defining your financial goals.

For more information on your life priorities, visit the Education Center. Learn more >