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FINANCIAL

• Start saving in your 20’s – develop the habit now for payofs later

• Set goals for saving – retirement, emergency fund, house, college, vacation

• Educate yourself on investment products and choices

• Evaluate health, life, disability and other insurance needs

• Store legal and fnancial documents in a safe, accessible place

• Share the location of your legal and fnancial documents with someone you trust

• Organize your digital documents and share a print copy

with someone you trust

The Buck Starts Here

An extra $187,000 at age 65? Start saving early! $200 a month at age 25 vs. age 35 earns you

nearly $187,000 more at age 65

(6% compounded interest =

$381,536 vs. $194,903)

Partners, Kids & Careers

:)MAP!

20’s – 30’s B E C A U S E L I F E I S A J O U R N E Y

EMPLOYMENT

• Research and develop job/career skills • Refect on job satisfaction and set goals in that direction • Join a retirement savings plan • Build competence with technology • Cultivate professional relationships

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