My Family is growing, what do I need to do?

  • Growing Families

Growing Families

  • Age 30 to 44
  • Starting to be established in career
  • Recently married/common-law relationship
  • May have children
  • Recently purchased first home
  • Paying off mortgages
  • Establish an emergency fund
  • Staying on Budget (Check your budget)
  • Make a spending plan-short, medium and long term
  • Saving for children’s education
  • Saving for retirement (See our retirement analysis.)
  • Taking care of the “What-ifs?”
    • Disability
    • Critical Illness
    • Premature Death
  • Review life insurance (Check out life insurance needs analysis.)
  • Make a will
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