Life Stage Gift Planner™

Under Age 45

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

Increasing income
Managing debt
Accumulating assets
Starting discretionary savings programs
Long-range planning for retirement and emergencies
Establishing a growth strategy for investments
Creating a simple will and estate plan providing for heirs and bequests to charity

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

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