To use the myLIFEstage interactive tool, click and drag the different life events that apply to you from the left column into the right column.

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    • You are a money making machine. You working and the income you create is the largest asset you will ever have. It’s how you manage that asset that will determine your financial future.
    • There is nothing quite as euphoric as the feeling of moving into a new home and dreaming about all the memories you will make, holidays you will have, and equity you will build. You can think about maintenance costs, insurance, and property taxes later… right?
    • Congratulations! Together you are unstoppable. Did you know that statistically if you have a happy marriage you are more likely to be financially successful? You also officially have a license to get cheesy Christmas photos done. So really, it’s win-win!
    • Welcome to parenthood. Where joy and sleepless nights come hand in hand. Just don’t let those sleepless nights be about how you are going to send that baby to college.
    • This is such a bittersweet experience. On one hand, you grieve for a loved one, on the other, how wonderful to be able to carry on their legacy by using those funds for something that they would have wanted for you.
    • Whether you’re pursuing something you’ve always wanted to do or you just need a change, there’s a lot to think about when you change careers. Being unsure about details like what to do about your pension and health benefits commonly hold people back, but proper planning can make the transition smooth.
    • It’s commonplace nowadays for couples to move in together before tying the knot in hopes to give the relationship a bit of a test drive. You never know, maybe the way they put away dishes or breath in their sleep is just more than you can handle. It’s important to recognize that although you haven’t said “I do” you still may have legally made a financial commitment you weren’t quite ready for by cutting that key and playing house.
    • You only live once. You should go. Balancing everyday responsibilities, long term retirement goals, and a sense of adventure can be frustrating at times and that dream can take a back seat. With some time and cash flow planning, you can make it happen though.
    • Cheers to making new memories! When you are selling a home, choosing a great real estate agent is key. It’s tempting to do it on your own and save the fee, but their expertise usually pays for itself by getting you more for your house.
    • Um… do they have a good health plan?
    • This can be one of the most challenging times in life. If you have been involved in organizing the details after a loved one passed away, you probably recognize how important it is to have an up to date will and your estate matters in order. Do your loved ones a favor by having this prepared for them.
    • Sweat equity, or “sweaquity” is a great way to add value to a home if your renovation is done well. Just remember, renos are not for the faint of heart!
    • This is a tough one, the sobering statistic is that almost half of us is expected to receive a cancer diagnosis in our lifetime. All of a sudden you have a million things to think about and healing should be number one on the list. Being prepared for this kind of event can ensure that when you come out of it with a clean bill of health, so will your finances.
    • What is your retirement dream? We all have an idea of what we would like and we know some of the good things we should do to get there, but how do we put it all together so that we will have enough? Having goals and a real plan is the answer.
    • Ah…freedom! Now if you’ve saved well over the years for this, the only big decision to make is whether the empty bedroom becomes HIS man cave or HER craft room.
    • When one door opens… never mind… I’ll save you the cheesy clichés. Look at this as an opportunity to re-evaluate and possibly chase some dreams you’ve been leaving on the sidelines. Make sure you are prepared for this kind of event by having a good emergency fund so that you don’t have to settle.
    • Building a dream for yourself with a business can be an incredibly rewarding endeavor. Along with the freedoms that entrepreneurship can provide, the buck stops at you with some of the details you never had to think about before. Your time management, health care plans, and how to deal with that broken copy machine falls on you now.
    • Almost everyone dreams of the day they have the financial freedom to choose what they do with their time. Whether it’s travelling, more time with the grandkids, or keeping an eye on the neighborhood punks out your front window most of the day. Retiring comfortably is the result of a plan that takes most people decades to achieve.
    • Ah, grandkids. They are the fun, laughter, and entertainment of having children around without the sleep deprivation. When they start to show up, most people understand the desire to leave a legacy.
      • Where you are expected to make your own decisions, book your own doctor’s appointments and pay taxes.