Financial Planning by Decade: Considerations for Every Stage of Life
From your 20s to retirement, this free guide breaks down financial planning strategies by decade—helping you save, invest, and secure your future with confidence.
Decades of Financial Insight
Opportunity to take advantage of compound interest by starting to save and invest as soon as possible. Even small contributions now can grow significantly over time.
Focus on long-term investments, like retirement accounts, while balancing major life milestones like buying a home or starting a family.
Your 40s are often your peak earning years, making it the perfect time to boost your retirement savings with catch-up contributions.
Reducing or eliminating large debts, like your mortgage, before retirement ensures more financial freedom in your later years.
Develop a tax-efficient plan for withdrawing from retirement accounts to help your savings last throughout retirement.
Material prepared herein has been created for informational purposes only and should not be considered investment advice or a recommendation. Information was obtained from sources believed to be reliable but was not verified for accuracy. It is important to note that federal tax laws under the Internal Revenue Code (IRC) of the United States are subject to change, therefore it is the responsibility of taxpayers to verify their taxation obligations. All investments involve some degree of risk, including loss of principal. Diversification will not guarantee profitability or protection against loss. Advisory services are offered through Savvy Advisors, an investment advisor registered with the Securities and Exchange Commission (“SEC”).
