We've categorized people's goals into seven life priorities. Your advisor will talk to you about them to get a sense of what's most important to you.
Rollover each one for some interesting facts to consider.
Upsizing, downsizing or buying a vacation home.
of first-time millennial homebuyers expect some kind of assistance from their parents1
Managing healthcare expenses, now and in the future.
of pre-retirees say future medical costs are their greatest financial concern.1
Taking care of family and other people in your life.
of parents expect one of their adult children to be long-term caretakers.1
Spending your free time in meaningful ways.
hours of leisure per day.1
Volunteering, mentoring others and giving to charities.
of retirees define success in retirement as being generous rather than wealthy.1
Working in retirement, selling or starting a business.
of pre-retirees plan to work in retirement.1
Bringing it all together and defining your financial goals.
want to save enough for financial peace of mind.1