Leaving a legacy

Gone are the days when retirement meant sitting in a rickety rocking chair while watching the passing of the tides. Today, it’s all about living life to the fullest and having passion at the heart of your journey. You embrace the sunset of your life by building new dreams, devoting more time for loved ones, and striving to make a difference.

Goals & charactertics

• Enjoying their golden years
• Reinventing self with new hobbies and interests
• Strives for security of finances
• Starts estate planning for smooth transfer of wealth
• Spends more time with loved ones

What to do when leaving a legacy?

1. CREATE

a conscious spending plan.

2. BUILD

an emergency fund.

3. PRESERVE

your retirement fund.

4. PLAN

your estate.

5. BUILD

a fund for your loved ones.

6. SAVE & INVEST

for life milestones.

Learn more about the other life stages