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.

Home

Upsizing, downsizing or buying a vacation home.

66%

of first-time millennial homebuyers expect some kind of assistance from their parents1

Health

Managing healthcare expenses, now and in the future.

41%

of pre-retirees say future medical costs are their greatest financial concern.1

Family

Taking care of family and other people in your life.

72%

of parents expect one of their adult children to be long-term caretakers.1

Leisure

Spending your free time in meaningful ways.

Retirees average

7.5

hours of leisure per day.1

Giving

Volunteering, mentoring others and giving to charities.

85%

of retirees define success in retirement as being generous rather than wealthy.1

Work

Working in retirement, selling or starting a business.

70%

of pre-retirees plan to work in retirement.1

Finances

Bringing it all together and defining your financial goals.

88%

want to save enough for financial peace of mind.1